Avalon Investment & Advisory’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | $8.54M | Buy |
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|
2022
Q4 | $7.47M | Sell |
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|
2022
Q3 | $7.12M | Buy |
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|
2022
Q2 | $7.24M | Buy |
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|
2022
Q1 | $8.47M | Buy |
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|
2021
Q4 | $5.81M | Sell |
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|
2021
Q3 | $8.26M | Buy |
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|
2021
Q2 | $7.66M | Buy |
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|
2021
Q1 | $6.48M | Buy |
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|
2020
Q4 | $4.67M | Buy |
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|
2020
Q3 | $3.54M | Sell |
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|
2020
Q2 | $3.42M | Sell |
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|
2020
Q1 | $2.87M | Buy |
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|
2019
Q4 | $3.6M | Buy |
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|
2019
Q3 | $3.26M | Buy |
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|
2019
Q2 | $3.16M | Buy |
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|
2019
Q1 | $3.09M | Sell |
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|
2018
Q4 | $3.63M | Buy |
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|
2018
Q3 | $2.26M | Buy |
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|
2018
Q2 | $2.01M | Buy |
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|
2018
Q1 | $1.12M | Buy |
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|
2017
Q3 | – | Sell |
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|
2017
Q2 | $2.59M | Buy |
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|
2017
Q1 | $2.17M | Buy |
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|
2016
Q4 | $1.48M | Sell |
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|
2016
Q3 | $1.45M | Buy |
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|
2016
Q2 | $1.34M | Buy |
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|
2015
Q3 | – | Sell |
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|
2015
Q2 | $915K | Buy |
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|
2015
Q1 | $535K | Buy |
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