Doyle 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
Q3 | $482K | Buy |
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|
2022
Q2 | $494K | Buy |
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|
2022
Q1 | $599K | Buy |
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|
2021
Q4 | $498K | Buy |
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|
2021
Q3 | $453K | Buy |
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|
2021
Q2 | $468K | Buy |
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|
2021
Q1 | $443K | Buy |
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|
2020
Q4 | $393K | Sell |
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|
2020
Q3 | $306K | Buy |
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|
2020
Q2 | $292K | Sell |
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|
2020
Q1 | $404K | Sell |
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|
2019
Q4 | $672K | Sell |
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|
2019
Q3 | $709K | Buy |
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|
2019
Q2 | $728K | Buy |
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|
2019
Q1 | $733K | Buy |
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|
2018
Q4 | $547K | Buy |
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|
2018
Q3 | $674K | Hold |
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|
2018
Q2 | $655K | Buy |
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|
2018
Q1 | $288K | Sell |
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|
2017
Q4 | $299K | Buy |
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|
2017
Q3 | $287K | Buy |
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|
2017
Q2 | $269K | Sell |
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|
2017
Q1 | $339K | Buy |
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