Zeke Capital Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $364K | Hold |
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|
2022
Q3 | $341K | Hold |
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|
2022
Q2 | $358K | Buy |
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|
2022
Q1 | $332K | Hold |
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|
2021
Q4 | $351K | Hold |
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|
2021
Q3 | $322K | Hold |
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|
2021
Q2 | $323K | Hold |
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|
2021
Q1 | $300K | Hold |
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|
2020
Q4 | $283K | Hold |
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|
2020
Q3 | $247K | Hold |
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|
2020
Q2 | $228K | Sell |
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|
2020
Q1 | $240K | Buy |
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|
2019
Q4 | $238K | Hold |
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|
2019
Q3 | $220K | Hold |
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|
2019
Q2 | $218K | Sell |
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|
2019
Q1 | $351K | Hold |
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|
2018
Q4 | $309K | Buy |
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