Cooper Financial Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
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|
2024
Q2 | $1.53M | Sell |
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|
2024
Q1 | $1.66M | Sell |
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|
2023
Q4 | $1.59M | Sell |
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|
2023
Q3 | $1.4M | Buy |
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|
2023
Q2 | $1.29M | Sell |
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|
2023
Q1 | $1.4M | Sell |
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|
2022
Q4 | $1.38M | Buy |
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|
2022
Q3 | $1.29M | Buy |
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|
2022
Q2 | $1.14M | Buy |
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|
2022
Q1 | $1.1M | Buy |
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|
2021
Q4 | $994K | Sell |
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|
2021
Q3 | $1.03M | Buy |
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|
2021
Q2 | $1.02M | Sell |
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|
2021
Q1 | $1.02M | Buy |
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|
2020
Q4 | $611K | Buy |
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|
2020
Q3 | $292K | Sell |
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|
2020
Q2 | $364K | Sell |
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|
2020
Q1 | $311K | Sell |
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|
2019
Q4 | $822K | Buy |
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|
2019
Q3 | $639K | Buy |
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|
2019
Q2 | $643K | Buy |
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|
2019
Q1 | $622K | Sell |
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|
2018
Q4 | $758K | Buy |
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