WFG Advisors’s iShares Russell 3000 ETF IWV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | $11.4M | Buy |
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2017
Q1 | $10.2M | Buy |
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|
2016
Q4 | $7.54M | Buy |
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|
2016
Q3 | $5.86M | Buy |
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|
2016
Q2 | $5.04M | Sell |
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|
2016
Q1 | $5.62M | Buy |
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|
2015
Q4 | $5.54M | Buy |
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|
2015
Q3 | $5.12M | Buy |
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|
2015
Q2 | $5.51M | Buy |
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|
2015
Q1 | $5.45M | Buy |
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|
2014
Q4 | $4.97M | Buy |
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|
2014
Q3 | $4.41M | Buy |
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|
2014
Q2 | $4.22M | Buy |
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|
2014
Q1 | $3.96M | Hold |
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|
2013
Q4 | $3.9M | Buy |
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|
2013
Q3 | $3.56M | Buy |
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|
2013
Q2 | $3.38M | Buy |
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