Beacon Financial Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
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|
2024
Q2 | $288K | Sell |
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|
2024
Q1 | $320K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $514K | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $567K | Sell |
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|
2017
Q3 | $655K | Buy |
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|
2015
Q3 | – | Sell |
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|
2015
Q2 | $3.81M | Sell |
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|
2015
Q1 | $6.09M | Buy |
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|
2014
Q4 | $5.55M | Buy |
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|
2014
Q3 | $8.33M | Sell |
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|
2014
Q2 | $13.7M | Sell |
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|
2014
Q1 | $31.3M | Buy |
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|
2013
Q4 | – | Sell |
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|
2013
Q3 | $32.7M | Buy |
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