AdvicePeriod’s iShares Russell 2000 ETF IWM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | $7.83M | Buy |
34,144
+1,549
| +5% | +$355K | 0.51% | 39 |
|
|
2021
Q1 | $7.2M | Sell |
32,595
-623
| -2% | -$138K | 0.51% | 38 |
|
|
2020
Q4 | $6.51M | Buy |
33,218
+8,817
| +36% | +$1.73M | 0.5% | 41 |
|
|
2020
Q3 | $3.66M | Sell |
24,401
-5,796
| -19% | -$868K | 0.33% | 44 |
|
|
2020
Q2 | $4.32M | Buy |
30,197
+1,671
| +6% | +$239K | 0.47% | 38 |
|
|
2020
Q1 | $3.27M | Sell |
28,526
-6,915
| -20% | -$791K | 0.34% | 47 |
|
|
2019
Q4 | $5.87M | Sell |
35,441
-12,776
| -26% | -$2.12M | 0.51% | 38 |
|
|
2019
Q3 | $7.3M | Buy |
48,217
+4,210
| +10% | +$637K | 0.68% | 28 |
|
|
2019
Q2 | $6.84M | Sell |
44,007
-10,272
| -19% | -$1.6M | 0.64% | 27 |
|
|
2019
Q1 | $8.31M | Sell |
54,279
-12,137
| -18% | -$1.86M | 0.79% | 27 |
|
|
2018
Q4 | $8.89M | Sell |
66,416
-21,280
| -24% | -$2.85M | 1.01% | 21 |
|
|
2018
Q3 | $14.8M | Sell |
87,696
-2,252
| -3% | -$380K | 1.61% | 15 |
|
|
2018
Q2 | $14.7M | Buy |
89,948
+335
| +0.4% | +$54.9K | 2.34% | 13 |
|
|
2018
Q1 | $13.6M | Buy |
89,613
+547
| +0.6% | +$83.1K | 2.35% | 14 |
|
|
2017
Q4 | $13.6M | Buy |
+89,066
| New | +$13.6M | 2.58% | 10 |
|