Ardsley Advisory Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Hold |
0
| – | – | – | 143 |
|
|
2023
Q4 | – | Hold |
0
| – | – | – | 125 |
|
|
2022
Q4 | – | Hold |
0
| – | – | – | 105 |
|
|
2022
Q3 | – | Hold |
0
| – | – | – | 94 |
|
|
2019
Q3 | – | Hold |
0
| – | – | – | 137 |
|
|
2019
Q2 | – | Hold |
0
| – | – | – | 147 |
|
|
2016
Q3 | – | Hold |
0
| – | – | – | 169 |
|
|
2016
Q2 | – | Hold |
0
| – | – | – | 166 |
|
|
2015
Q4 | – | Hold |
0
| – | – | – | 156 |
|
|
2015
Q3 | – | Sell |
-80,000
| Closed | -$9.99M | – | 152 |
|
|
2015
Q2 | $9.99M | Buy |
+80,000
| New | +$9.99M | 1.25% | 27 |
|
|
2015
Q1 | – | Hold |
0
| – | – | – | 190 |
|
|
2014
Q4 | – | Hold |
0
| – | – | – | 196 |
|
|
2014
Q3 | – | Hold |
0
| – | – | – | 200 |
|
|
2014
Q1 | – | Hold |
0
| – | – | – | 230 |
|
|
2013
Q4 | – | Hold |
0
| – | – | – | 172 |
|