Bison Wealth’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
Q4 | $566K | Sell |
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|
2024
Q3 | $581K | Sell |
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|
2024
Q2 | $593K | Hold |
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|
2024
Q1 | $593K | Buy |
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|
2023
Q4 | $554K | Buy |
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|
2023
Q3 | $355K | Sell |
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|
2023
Q2 | $410K | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $255K | Buy |
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|
2022
Q2 | $136K | Sell |
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|
2022
Q1 | $291K | Buy |
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|
2021
Q4 | $156K | Sell |
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|
2021
Q3 | $191K | Hold |
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|
2021
Q2 | $200K | Sell |
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|
2021
Q1 | $805K | Buy |
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|
2020
Q4 | $228K | Hold |
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|
2020
Q3 | $174K | Sell |
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|
2020
Q2 | $223K | Sell |
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|
2020
Q1 | $267K | Sell |
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|
2019
Q4 | $451K | Buy |
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|
2019
Q3 | $406K | Sell |
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|
2019
Q2 | $418K | Sell |
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|
2019
Q1 | $442K | Sell |
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|
2018
Q4 | $389K | Sell |
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|
2018
Q3 | $498K | Hold |
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|
2018
Q2 | $484K | Buy |
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|
2018
Q1 | $422K | Buy |
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|
2017
Q4 | $385K | Buy |
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|
2017
Q3 | $335K | Sell |
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|
2017
Q2 | $336K | Buy |
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|
2017
Q1 | $288K | Sell |
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|
2016
Q4 | $284K | Buy |
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|
2016
Q1 | – | Sell |
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|
2015
Q4 | $261K | Buy |
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|
2015
Q3 | $228K | Sell |
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|
2015
Q2 | $269K | Buy |
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|
2015
Q1 | $245K | Buy |
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