Wilbanks Smith & Thomas Asset Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $685K | Buy |
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|
2023
Q4 | $617K | Sell |
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|
2023
Q3 | $9.95M | Hold |
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|
2023
Q2 | $10.3M | Buy |
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|
2023
Q1 | $530K | Buy |
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|
2022
Q4 | $490K | Buy |
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|
2022
Q3 | $459K | Hold |
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|
2022
Q2 | $482K | Hold |
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|
2022
Q1 | $534K | Sell |
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|
2021
Q4 | $623K | Sell |
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|
2021
Q3 | $580K | Hold |
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|
2021
Q2 | $583K | Sell |
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|
2021
Q1 | $554K | Buy |
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|
2020
Q4 | $511K | Buy |
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|
2020
Q3 | $438K | Buy |
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|
2020
Q2 | $399K | Buy |
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|
2020
Q1 | $329K | Hold |
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|
2019
Q4 | $417K | Buy |
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|
2019
Q3 | $379K | Hold |
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|
2019
Q2 | $376K | Sell |
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|
2019
Q1 | $403K | Sell |
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|
2018
Q4 | $360K | Buy |
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|
2018
Q3 | $422K | Sell |
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|
2018
Q2 | $397K | Hold |
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|
2018
Q1 | $383K | Sell |
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|
2017
Q4 | $584K | Sell |
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|
2017
Q3 | $800K | Sell |
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|
2017
Q2 | $774K | Sell |
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|
2017
Q1 | $753K | Sell |
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|
2016
Q4 | $785K | Buy |
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|
2016
Q3 | $587K | Sell |
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|
2016
Q2 | $593K | Hold |
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|
2016
Q1 | $578K | Buy |
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|
2015
Q4 | $558K | Buy |
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|
2015
Q3 | $528K | Buy |
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|
2015
Q2 | $574K | Buy |
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|
2015
Q1 | $567K | Buy |
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|
2014
Q4 | $557K | Sell |
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|
2014
Q3 | $564K | Buy |
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|
2014
Q2 | $568K | Hold |
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|
2014
Q1 | $542K | Buy |
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|
2013
Q4 | $524K | Sell |
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|
2013
Q3 | $487K | Sell |
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|
2013
Q2 | $496K | Buy |
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