AdvicePeriod’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
2021
Q2
$7.83M Buy
2021
Q1
$7.2M Sell
2020
Q4
$6.51M Buy
2020
Q3
$3.65M Sell
2020
Q2
$4.32M Buy
2020
Q1
$3.27M Sell
2019
Q4
$5.87M Sell
2019
Q3
$7.3M Buy
2019
Q2
$6.84M Sell
2019
Q1
$8.31M Sell
2018
Q4
$8.89M Sell
2018
Q3
$14.8M Sell
2018
Q2
$14.7M Buy
2018
Q1
$13.6M Buy
2017
Q4
$13.6M Buy