Emerson Wealth’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
Q2 | $16.1M | Sell |
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|
2022
Q1 | $19.8M | Sell |
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|
2021
Q4 | $22.3M | Buy |
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|
2021
Q3 | $21.2M | Buy |
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|
2021
Q2 | $21.9M | Buy |
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|
2021
Q1 | $20.7M | Sell |
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|
2020
Q4 | $21.8M | Sell |
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|
2020
Q3 | $17M | Sell |
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|
2020
Q2 | $16.7M | Sell |
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|
2020
Q1 | $14M | Sell |
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|
2019
Q4 | $34.6M | Buy |
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|
2019
Q3 | $30.4M | Buy |
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|
2019
Q2 | $30.2M | Buy |
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|
2019
Q1 | $27.5M | Buy |
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|
2018
Q4 | $17.5M | Buy |
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