Balasa Dinverno & Foltz’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
Q3 | $698K | Hold |
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|
2022
Q2 | $717K | Buy |
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|
2022
Q1 | $640K | Buy |
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|
2021
Q4 | $670K | Hold |
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|
2021
Q3 | $659K | Hold |
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|
2021
Q2 | $691K | Buy |
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|
2021
Q1 | $639K | Buy |
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|
2020
Q4 | $537K | Hold |
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|
2020
Q3 | $410K | Sell |
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|
2020
Q2 | $400K | Sell |
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|
2020
Q1 | $339K | Sell |
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|
2019
Q4 | $578K | Hold |
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|
2019
Q3 | $528K | Hold |
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|
2019
Q2 | $542K | Buy |
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|
2019
Q1 | $491K | Hold |
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|
2018
Q4 | $430K | Sell |
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|
2018
Q3 | $554K | Sell |
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|
2018
Q2 | $573K | Sell |
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|
2018
Q1 | $551K | Buy |
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|
2017
Q4 | $490K | Sell |
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|
2017
Q3 | $526K | Buy |
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|
2017
Q2 | $471K | Buy |
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|
2017
Q1 | $413K | Sell |
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|
2016
Q4 | $439K | Sell |
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|
2016
Q3 | $411K | Sell |
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|
2016
Q2 | $397K | Buy |
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|
2016
Q1 | $275K | Hold |
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|
2015
Q4 | $280K | Hold |
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|
2015
Q3 | $271K | Hold |
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|
2015
Q2 | $310K | Hold |
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|
2015
Q1 | $309K | Buy |
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|
2014
Q4 | $273K | Hold |
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|
2014
Q3 | $249K | Hold |
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|
2014
Q2 | $271K | Sell |
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|
2014
Q1 | $288K | Buy |
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|
2013
Q4 | $273K | Hold |
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|
2013
Q3 | $252K | Hold |
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|
2013
Q2 | $230K | Buy |
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