WGAM
Wilkinson Global Asset Management’s iShares Russell 3000 ETF IWV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-1,057
| Closed | -$293K | – | 96 |
|
|
2021
Q4 | $293K | Sell |
1,057
-290
| -22% | -$80.4K | 0.02% | 80 |
|
|
2021
Q3 | $343K | Hold |
1,347
| – | – | 0.02% | 77 |
|
|
2021
Q2 | $345K | Hold |
1,347
| – | – | 0.02% | 76 |
|
|
2021
Q1 | $320K | Buy |
+1,347
| New | +$320K | 0.02% | 75 |
|