Elm Advisors’s iShares Russell 2000 ETF IWM Stock Holding History

Elm Advisors’s Portfolio IWM Stock Details IWM Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q1	$498K	Sell
2021 Q4	$1.22M	Hold
2021 Q3	$1.2M	Sell
2021 Q2	$1.26M	Hold
2021 Q1	$1.21M	Sell
2020 Q4	$1.1M	Sell
2020 Q3	$915K	Sell
2020 Q2	$947K	Buy
2020 Q1	$751K	Hold
2019 Q4	$1.09M	Sell
2019 Q3	$997K	Hold
2019 Q2	$1.02M	Hold
2019 Q1	$1.01M	Buy
2018 Q4	$818K	Hold
2018 Q3	$1.03M	Hold
2018 Q2	$1M	Hold
2018 Q1	$928K	Sell
2017 Q4	$943K	Sell
2017 Q3	$921K	Hold
2017 Q2	$876K	Hold
2017 Q1	$854K	Buy
2016 Q4	$780K	Hold
2016 Q3	$719K	Hold
2016 Q2	$665K	Hold
2016 Q1	$640K	Hold
2015 Q4	$652K	Sell
2015 Q3	$774K	Hold
2015 Q2	$885K	Hold
2015 Q1	$881K	Sell
2014 Q4	$850K	Hold
2014 Q3	$777K	Sell
2014 Q2	$857K	Hold
2014 Q1	$839K	Sell
2013 Q4	$862K	Buy