Asset Planning Services (Pennsylvania)’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
Q4 | $340K | Sell |
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|
2021
Q3 | $342K | Sell |
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|
2021
Q2 | $373K | Sell |
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|
2021
Q1 | $378K | Sell |
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|
2020
Q4 | $355K | Sell |
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|
2020
Q3 | $532K | Buy |
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|
2020
Q2 | $446K | Sell |
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|
2020
Q1 | $369K | Sell |
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|
2019
Q4 | $549K | Sell |
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|
2019
Q3 | $520K | Sell |
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|
2019
Q2 | $563K | Buy |
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|
2019
Q1 | $543K | Sell |
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|
2018
Q4 | $521K | Sell |
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|
2018
Q3 | $685K | Sell |
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|
2018
Q2 | $824K | Buy |
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|
2018
Q1 | $748K | Sell |
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|
2017
Q4 | $774K | Sell |
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|
2017
Q3 | $773K | Sell |
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|
2017
Q2 | $746K | Sell |
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|
2017
Q1 | $774K | Buy |
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|
2016
Q4 | $601K | Sell |
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|
2016
Q3 | $567K | Sell |
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|
2016
Q2 | $551K | Hold |
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|
2016
Q1 | $530K | Buy |
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|
2015
Q4 | $538K | Buy |
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|
2015
Q3 | $518K | Sell |
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|
2015
Q2 | $623K | Buy |
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