Bartlett & Co’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
Q4 | $5.82M | Buy |
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|
2023
Q3 | $4.72M | Buy |
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|
2023
Q2 | $3.34M | Sell |
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|
2023
Q1 | $3.19M | Sell |
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|
2022
Q4 | $3.19M | Buy |
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|
2022
Q3 | $2.94M | Hold |
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|
2022
Q2 | $3.01M | Buy |
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|
2022
Q1 | $3.64M | Sell |
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|
2021
Q4 | $3.99M | Sell |
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|
2021
Q3 | $4.04M | Sell |
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|
2021
Q2 | $4.66M | Sell |
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|
2021
Q1 | $4.95M | Sell |
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|
2020
Q4 | $4.51M | Sell |
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|
2020
Q3 | $3.69M | Buy |
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|
2020
Q2 | $3.31M | Buy |
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|
2020
Q1 | $2.54M | Buy |
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|
2019
Q3 | $3.32M | Buy |
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|
2019
Q2 | $2.43M | Sell |
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|
2019
Q1 | $2.52M | Buy |
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|
2018
Q4 | $2.19M | Buy |
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|
2018
Q3 | $2.63M | Sell |
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|
2018
Q2 | $2.77M | Sell |
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|
2018
Q1 | $2.78M | Buy |
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|
2017
Q4 | $2.74M | Buy |
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|
2017
Q3 | $2.5M | Buy |
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|
2017
Q2 | $1.92M | Sell |
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|
2017
Q1 | $1.92M | Buy |
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|
2016
Q4 | $1.72M | Buy |
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|
2016
Q3 | $809K | Buy |
|
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|
2016
Q2 | $714K | Sell |
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|
2016
Q1 | $1.06M | Buy |
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|
2015
Q4 | $1.05M | Sell |
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|
2015
Q3 | $1.02M | Buy |
|
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|
2015
Q2 | $969K | Buy |
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|
2015
Q1 | $850K | Buy |
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|
2014
Q4 | $744K | Sell |
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|
2014
Q3 | $691K | Hold |
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|
2014
Q2 | $751K | Sell |
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|
2014
Q1 | $758K | Buy |
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|
2013
Q4 | $659K | Hold |
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|
2013
Q3 | $609K | Sell |
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|
2013
Q2 | $591K | Buy |
|