Williams Jones & Associates’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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | $207K | Sell |
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|
2019
Q1 | $252K | Hold |
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|
2018
Q4 | $222K | Hold |
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|
2018
Q3 | $260K | Hold |
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|
2018
Q2 | $245K | Hold |
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|
2018
Q1 | $236K | Hold |
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|
2017
Q4 | $239K | Hold |
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|
2017
Q3 | $225K | Hold |
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|
2017
Q2 | $217K | Hold |
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|
2017
Q1 | $211K | Hold |
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|
2016
Q4 | $201K | Buy |
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