Altium Wealth Management’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
Q2 | $599K | Buy |
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|
2022
Q1 | $566K | Hold |
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|
2021
Q4 | $613K | Hold |
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|
2021
Q3 | $603K | Hold |
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|
2021
Q2 | $632K | Hold |
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|
2021
Q1 | $609K | Sell |
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|
2020
Q4 | $541K | Buy |
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|
2020
Q3 | $408K | Hold |
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|
2020
Q2 | $390K | Sell |
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|
2020
Q1 | $401K | Buy |
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|
2019
Q4 | $528K | Sell |
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|
2019
Q3 | $557K | Hold |
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|
2019
Q2 | $573K | Sell |
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|
2019
Q1 | $811K | Buy |
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|
2018
Q4 | $674K | Sell |
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|
2018
Q3 | $992K | Sell |
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|
2018
Q2 | $1.02M | Buy |
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|
2018
Q1 | $648K | Sell |
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|
2017
Q4 | $663K | Buy |
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