BTR Capital 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
Q3 | $529K | Hold |
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|
2022
Q2 | $543K | Hold |
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|
2022
Q1 | $659K | Sell |
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|
2021
Q4 | $821K | Buy |
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|
2021
Q3 | $783K | Sell |
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|
2021
Q2 | $844K | Hold |
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|
2021
Q1 | $813K | Sell |
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|
2020
Q4 | $741K | Buy |
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|
2020
Q3 | $494K | Hold |
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|
2020
Q2 | $472K | Hold |
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|
2020
Q1 | $378K | Buy |
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|
2019
Q4 | $369K | Sell |
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|
2019
Q3 | $341K | Hold |
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|
2019
Q2 | $350K | Buy |
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