BKS Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | $300K | Sell |
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|
2018
Q4 | $297K | Hold |
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|
2018
Q3 | $373K | Hold |
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|
2018
Q2 | $363K | Hold |
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|
2018
Q1 | $337K | Sell |
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|
2017
Q4 | $407K | Buy |
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|
2017
Q3 | $269K | Hold |
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|
2017
Q2 | $256K | Hold |
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|
2017
Q1 | $250K | Hold |
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|
2016
Q4 | $245K | Sell |
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|
2016
Q3 | $230K | Hold |
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|
2016
Q2 | $212K | Sell |
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|
2016
Q1 | $315K | Hold |
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|
2015
Q4 | $321K | Buy |
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