BT 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $2.77M | Buy |
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|
2022
Q1 | $3.36M | Buy |
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|
2021
Q4 | $3.62M | Buy |
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|
2021
Q3 | $3.56M | Sell |
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|
2021
Q2 | $4.28M | Sell |
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|
2021
Q1 | $4.59M | Sell |
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|
2020
Q4 | $4.68M | Sell |
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|
2020
Q3 | $3.59M | Sell |
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|
2020
Q2 | $3.7M | Sell |
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|
2020
Q1 | $3.39M | Sell |
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|
2019
Q4 | $5.09M | Sell |
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|
2019
Q3 | $4.7M | Sell |
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|
2019
Q2 | $4.66M | Sell |
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|
2019
Q1 | $4.8M | Sell |
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|
2018
Q4 | $6.15M | Buy |
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