Blue Sky Asset Management’s iShares Russell 2000 ETF IWM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-3,003
| Closed | -$641K | – | 9 |
|
|
2020
Q4 | $641K | Buy |
+3,003
| New | +$641K | 2.49% | 14 |
|
|
2018
Q4 | – | Sell |
-16,240
| Closed | -$2.74M | – | 67 |
|
|
2018
Q3 | $2.74M | Buy |
+16,240
| New | +$2.74M | 2.3% | 6 |
|
|
2018
Q2 | – | Sell |
-11,340
| Closed | -$1.72M | – | 100 |
|
|
2018
Q1 | $1.72M | Buy |
+11,340
| New | +$1.72M | 1.25% | 12 |
|