WA
WFG Advisors’s iShares Russell 3000 ETF IWV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | $11.4M | Buy |
79,061
+6,503
| +9% | +$937K | 2.58% | 1 |
|
|
2017
Q1 | $10.2M | Buy |
72,558
+15,820
| +28% | +$2.21M | 2.71% | 1 |
|
|
2016
Q4 | $7.55M | Buy |
56,738
+11,012
| +24% | +$1.46M | 1.85% | 2 |
|
|
2016
Q3 | $5.86M | Buy |
45,726
+5,072
| +12% | +$650K | 1.46% | 5 |
|
|
2016
Q2 | $5.04M | Sell |
40,654
-5,871
| -13% | -$728K | 1.34% | 9 |
|
|
2016
Q1 | $5.62M | Buy |
46,525
+517
| +1% | +$62.5K | 1.63% | 4 |
|
|
2015
Q4 | $5.54M | Buy |
46,008
+1,044
| +2% | +$126K | 1.65% | 5 |
|
|
2015
Q3 | $5.12M | Buy |
44,964
+481
| +1% | +$54.8K | 1.6% | 6 |
|
|
2015
Q2 | $5.52M | Buy |
44,483
+522
| +1% | +$64.7K | 1.52% | 6 |
|
|
2015
Q1 | $5.45M | Buy |
43,961
+3,355
| +8% | +$416K | 1.52% | 6 |
|
|
2014
Q4 | $4.97M | Buy |
40,606
+2,870
| +8% | +$351K | 1% | 9 |
|
|
2014
Q3 | $4.41M | Buy |
37,736
+1,907
| +5% | +$223K | 0.84% | 12 |
|
|
2014
Q2 | $4.22M | Buy |
35,829
+597
| +2% | +$70.3K | 0.79% | 13 |
|
|
2014
Q1 | $3.96M | Hold |
35,232
| – | – | 0.8% | 14 |
|
|
2013
Q4 | $3.9M | Buy |
35,232
+36
| +0.1% | +$3.98K | 0.55% | 29 |
|
|
2013
Q3 | $3.56M | Buy |
35,196
+81
| +0.2% | +$8.19K | 0.55% | 30 |
|
|
2013
Q2 | $3.39M | Buy |
+35,115
| New | +$3.39M | 0.56% | 31 |
|