Autus Asset 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
Q4 | $875K | Hold |
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|
2022
Q3 | $828K | Hold |
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|
2022
Q2 | $850K | Hold |
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|
2022
Q1 | $1.03M | Sell |
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|
2021
Q4 | $1.42M | Sell |
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|
2021
Q3 | $1.41M | Sell |
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|
2021
Q2 | $1.5M | Buy |
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|
2021
Q1 | $1.41M | Sell |
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|
2020
Q4 | $1.27M | Sell |
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|
2020
Q3 | $974K | Sell |
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|
2020
Q2 | $934K | Buy |
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|
2020
Q1 | $610K | Sell |
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|
2019
Q4 | $1.07M | Sell |
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|
2019
Q3 | $1.01M | Sell |
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|
2019
Q2 | $1.04M | Sell |
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|
2019
Q1 | $1.06M | Sell |
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|
2018
Q4 | $947K | Buy |
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|
2018
Q3 | $1.18M | Sell |
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|
2018
Q2 | $1.16M | Sell |
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|
2018
Q1 | $1.09M | Sell |
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|
2017
Q4 | $1.11M | Buy |
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|
2017
Q3 | $964K | Sell |
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|
2017
Q2 | $918K | Buy |
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|
2017
Q1 | $890K | Buy |
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|
2016
Q4 | $861K | Buy |
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|
2016
Q3 | $787K | Sell |
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|
2016
Q2 | $732K | Buy |
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|
2016
Q1 | $696K | Buy |
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|
2015
Q4 | $646K | Buy |
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|
2015
Q3 | $579K | Sell |
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|
2015
Q2 | $663K | Buy |
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|
2015
Q1 | $657K | Buy |
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|
2014
Q4 | $631K | Hold |
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|
2014
Q3 | $576K | Buy |
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|
2014
Q2 | $612K | Hold |
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|
2014
Q1 | $600K | Hold |
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|
2013
Q4 | $595K | Sell |
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|
2013
Q3 | $555K | Sell |
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|
2013
Q2 | $511K | Buy |
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