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Windsor Financial Group’s iShares Russell 3000 ETF IWV Stock Holding History

Windsor Financial Group’s Portfolio IWV Stock Details IWV Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2015
Q2 		– Sell
-1,754
Closed -$217K – 85
2015
Q1 		$217K Hold
1,754
– – 0.1% 81
2014
Q4 		$214K Hold
1,754
– – 0.1% 77
2014
Q3 		$205K Hold
1,754
– – 0.1% 76
2014
Q2 		$207K Buy
+1,754
New +$207K 0.1% 73