Charles Schwab Investment Advisory’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
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|
2021
Q2 | $206K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $86.5M | Sell |
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|
2019
Q3 | $81.6M | Sell |
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|
2019
Q2 | $87M | Sell |
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|
2019
Q1 | $90.6M | Sell |
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|
2018
Q4 | $83.8M | Sell |
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|
2018
Q3 | $112M | Sell |
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|
2018
Q2 | $115M | Buy |
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|
2018
Q1 | $657K | Sell |
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|
2017
Q4 | $854K | Sell |
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|
2017
Q3 | $150M | Sell |
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|
2017
Q2 | $145M | Sell |
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|
2017
Q1 | $147M | Sell |
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|
2016
Q4 | $153M | Sell |
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|
2016
Q3 | $149M | Sell |
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|
2016
Q2 | $140M | Buy |
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|
2016
Q1 | $133M | Buy |
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|
2015
Q4 | $129M | Buy |
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|
2015
Q3 | $121M | Buy |
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|
2015
Q2 | $137M | Sell |
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|
2015
Q1 | $137M | Buy |
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|
2014
Q4 | $131M | Buy |
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|
2014
Q3 | $114M | Buy |
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|
2014
Q2 | $115M | Buy |
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|
2014
Q1 | $106M | Buy |
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|
2013
Q4 | $102M | Buy |
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|
2013
Q3 | $93.3M | Buy |
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|
2013
Q2 | $83.4M | Buy |
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