Bingham Osborn & Scarborough’s iShares Russell 2000 ETF IWM Stock Holding History

Bingham Osborn & Scarborough’s Portfolio IWM Stock Details IWM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2021 Q4	–	Sell	-4,665	Closed	-$1.02M	–	78
2021 Q3	$1.02M	Buy	4,665 +204	+5%	+$44.6K	0.07%	56
2021 Q2	$1.02M	Sell	4,461 -159	-3%	-$36.5K	0.07%	54
2021 Q1	$1.02M	Buy	4,620 +36	+0.8%	+$7.96K	0.08%	50
2020 Q4	$899K	Sell	4,584 -581	-11%	-$114K	0.07%	50
2020 Q3	$774K	Buy	5,165 +175	+4%	+$26.2K	0.06%	73
2020 Q2	$714K	Buy	4,990 +3	+0.1%	+$429	0.06%	77
2020 Q1	$571K	Sell	4,987 -2,726	-35%	-$312K	0.06%	83
2019 Q4	$1.28M	Buy	7,713 +184	+2%	+$30.5K	0.1%	53
2019 Q3	$1.14M	Buy	7,529 +2,199	+41%	+$333K	0.1%	56
2019 Q2	$829K	Buy	5,330 +486	+10%	+$75.6K	0.07%	66
2019 Q1	$741K	Buy	4,844 +312	+7%	+$47.7K	0.07%	67
2018 Q4	$607K	Sell	4,532 -454	-9%	-$60.8K	0.06%	70
2018 Q3	$840K	Sell	4,986 -240	-5%	-$40.4K	0.07%	59
2018 Q2	$856K	Buy	5,226 +1,703	+48%	+$279K	0.08%	55
2018 Q1	$535K	Sell	3,523 -733	-17%	-$111K	0.05%	77
2017 Q4	$649K	Buy	4,256 +1	+0%	+$152	0.06%	65
2017 Q3	$631K	Sell	4,255 -153	-3%	-$22.7K	0.06%	63
2017 Q2	$621K	Sell	4,408 -25	-0.6%	-$3.52K	0.06%	60
2017 Q1	$610K	Sell	4,433 -1,254	-22%	-$173K	0.06%	61
2016 Q4	$767K	Sell	5,687 -18	-0.3%	-$2.43K	0.08%	49
2016 Q3	$709K	Sell	5,705 -855	-13%	-$106K	0.08%	57
2016 Q2	$754K	Hold	6,560	–	–	0.09%	51
2016 Q1	$726K	Buy	6,560 +9	+0.1%	+$996	0.08%	53
2015 Q4	$738K	Sell	6,551 -105	-2%	-$11.8K	0.09%	48
2015 Q3	$727K	Buy	6,656 +89	+1%	+$9.72K	0.09%	50
2015 Q2	$820K	Sell	6,567 -323	-5%	-$40.3K	0.1%	45
2015 Q1	$857K	Sell	6,890 -11	-0.2%	-$1.37K	0.1%	45
2014 Q4	$826K	Sell	6,901 -523	-7%	-$62.6K	0.1%	49
2014 Q3	$812K	Buy	7,424 +647	+10%	+$70.8K	0.1%	47
2014 Q2	$805K	Sell	6,777 -44	-0.6%	-$5.23K	0.11%	40
2014 Q1	$794K	Sell	6,821 -785	-10%	-$91.4K	0.11%	40
2013 Q4	$877K	Sell	7,606 -135	-2%	-$15.6K	0.13%	35
2013 Q3	$825K	Buy	7,741 +494	+7%	+$52.6K	0.13%	35
2013 Q2	$703K	Buy	+7,247	New	+$703K	0.12%	38