BerganKDV Wealth 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
Q2 | $271K | Sell |
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|
2023
Q1 | $362K | Buy |
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|
2022
Q4 | $308K | Buy |
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|
2022
Q3 | $274K | Buy |
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|
2022
Q2 | $238K | Sell |
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|
2022
Q1 | $348K | Sell |
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|
2021
Q4 | $390K | Buy |
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|
2021
Q3 | $347K | Hold |
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|
2021
Q2 | $364K | Hold |
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|
2021
Q1 | $351K | Sell |
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|
2020
Q4 | $315K | Hold |
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|
2020
Q3 | $240K | Sell |
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|
2020
Q2 | $456K | Buy |
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|
2020
Q1 | $191K | Sell |
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|
2019
Q4 | $353K | Sell |
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|
2019
Q3 | $323K | Sell |
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|
2019
Q2 | $339K | Sell |
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|
2019
Q1 | $335K | Buy |
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|
2018
Q4 | $291K | Buy |
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|
2018
Q3 | $366K | Sell |
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|
2018
Q2 | $360K | Sell |
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|
2018
Q1 | $342K | Sell |
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|
2017
Q4 | $826K | Sell |
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|
2017
Q3 | $1.66M | Buy |
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|
2017
Q2 | $586K | Sell |
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|
2017
Q1 | $575K | Buy |
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|
2016
Q4 | $321K | Buy |
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