Baldrige 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | $390K | Hold |
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|
2022
Q4 | $382K | Buy |
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|
2022
Q3 | $361K | Sell |
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|
2022
Q2 | $373K | Hold |
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|
2022
Q1 | $452K | Sell |
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|
2021
Q4 | $498K | Hold |
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|
2021
Q3 | $490K | Hold |
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|
2021
Q2 | $514K | Hold |
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|
2021
Q1 | $495K | Sell |
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|
2020
Q4 | $453K | Hold |
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|
2020
Q3 | $346K | Sell |
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|
2020
Q2 | $333K | Hold |
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|
2020
Q1 | $266K | Sell |
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|
2019
Q4 | $411K | Sell |
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|
2019
Q3 | $381K | Sell |
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|
2019
Q2 | $399K | Sell |
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|
2019
Q1 | $395K | Buy |
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