WAM
World Asset Management’s iShares Russell 3000 ETF IWV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-7,387
| Closed | -$1.89M | – | 852 |
|
|
2021
Q2 | $1.89M | Buy |
7,387
+2,832
| +62% | +$725K | 0.17% | 118 |
|
|
2021
Q1 | $1.14M | Sell |
4,555
-11,730
| -72% | -$2.93M | 0.1% | 198 |
|
|
2020
Q4 | $3.64M | Buy |
16,285
+6,860
| +73% | +$1.53M | 0.35% | 60 |
|
|
2020
Q3 | $1.85M | Buy |
9,425
+2,700
| +40% | +$529K | 0.19% | 109 |
|
|
2020
Q2 | $1.21M | Sell |
6,725
-234
| -3% | -$42.1K | 0.13% | 160 |
|
|
2020
Q1 | $1.03M | Buy |
+6,959
| New | +$1.03M | 0.09% | 219 |
|