AG
Advisor Group’s iShares Russell 2000 ETF IWM Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2019
Q4 | $40.6M | Buy |
244,999
+13,736
| +6% | +$2.28M | 0.28% | 63 |
|
2019
Q3 | $35M | Sell |
231,263
-7,267
| -3% | -$1.1M | 0.26% | 68 |
|
2019
Q2 | $37.1M | Sell |
238,530
-32,336
| -12% | -$5.03M | 0.28% | 65 |
|
2019
Q1 | $41.5M | Sell |
270,866
-62,952
| -19% | -$9.64M | 0.34% | 57 |
|
2018
Q4 | $44.7M | Buy |
333,818
+21,359
| +7% | +$2.86M | 0.44% | 43 |
|
2018
Q3 | $52.7M | Buy |
312,459
+84,206
| +37% | +$14.2M | 0.53% | 32 |
|
2018
Q2 | $37.4M | Buy |
228,253
+4,911
| +2% | +$804K | 0.51% | 31 |
|
2018
Q1 | $33.9M | Sell |
223,342
-43,926
| -16% | -$6.67M | 0.47% | 35 |
|
2017
Q4 | $40.8M | Buy |
267,268
+71,143
| +36% | +$10.8M | 0.54% | 31 |
|
2017
Q3 | $29.1M | Buy |
196,125
+23,145
| +13% | +$3.43M | 0.46% | 34 |
|
2017
Q2 | $24.4M | Buy |
172,980
+14,007
| +9% | +$1.97M | 0.43% | 38 |
|
2017
Q1 | $21.9M | Sell |
158,973
-150,695
| -49% | -$20.7M | 0.44% | 32 |
|
2016
Q4 | $41.8M | Buy |
309,668
+5,902
| +2% | +$796K | 0.94% | 11 |
|
2016
Q3 | $37.7M | Buy |
303,766
+199,619
| +192% | +$24.8M | 0.91% | 10 |
|
2016
Q2 | $12M | Buy |
+104,147
| New | +$12M | 0.31% | 63 |
|