ACG Wealth’s iShares Russell 2000 ETF IWM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
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|
2022
Q2 | $201K | Sell |
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|
2022
Q1 | $353K | Sell |
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|
2021
Q4 | $444K | Sell |
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|
2021
Q3 | $483K | Buy |
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|
2021
Q2 | $507K | Buy |
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|
2021
Q1 | $465K | Buy |
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|
2020
Q4 | $394K | Buy |
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|
2020
Q3 | $260K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $237K | Sell |
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|
2019
Q4 | $345K | Sell |
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|
2019
Q3 | $404K | Buy |
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|
2019
Q2 | $382K | Sell |
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|
2019
Q1 | $397K | Buy |
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|
2018
Q4 | $305K | Sell |
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|
2018
Q3 | $425K | Buy |
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|
2018
Q2 | $395K | Buy |
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|
2018
Q1 | $294K | Buy |
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|
2017
Q4 | $294K | Buy |
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|
2017
Q3 | $279K | Sell |
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|
2017
Q2 | $679K | Buy |
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|
2017
Q1 | $306K | Buy |
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