ARIS
Advanced Research Investment Solutions’s iShares Russell 2000 ETF IWM Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q1 | – | Sell |
-487
| Closed | -$108K | – | 225 |
|
2021
Q4 | $108K | Hold |
487
| – | – | 0.04% | 71 |
|
2021
Q3 | $107K | Hold |
487
| – | – | 0.05% | 46 |
|
2021
Q2 | $112K | Hold |
487
| – | – | 0.1% | 22 |
|
2021
Q1 | $108K | Hold |
487
| – | – | 0.13% | 18 |
|
2020
Q4 | $95K | Buy |
+487
| New | +$95K | 0.14% | 14 |
|