Epic Trust Investment Advisors’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
Q2 | $842K | Sell |
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|
2024
Q1 | $1.13M | Sell |
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|
2023
Q4 | $1.27M | Buy |
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|
2023
Q3 | $1.09M | Sell |
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|
2023
Q2 | $1.21M | Sell |
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|
2023
Q1 | $1.32M | Buy |
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|
2022
Q4 | $1.28M | Sell |
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|
2022
Q3 | $2.06M | Sell |
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|
2022
Q2 | $2.21M | Sell |
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|
2022
Q1 | $2.99M | Sell |
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|
2021
Q4 | $3.64M | Buy |
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