FIMS
FBL Investment Management Services’s iShares Russell 2000 ETF IWM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-1,462
| Closed | -$227K | – | 17 |
|
|
2019
Q2 | $227K | Buy |
1,462
+9
| +0.6% | +$1.4K | 0.54% | 17 |
|
|
2019
Q1 | $218K | Hold |
1,453
| – | – | 0.09% | 45 |
|
|
2018
Q4 | $195K | Hold |
1,453
| – | – | 0.5% | 19 |
|
|
2018
Q3 | $218K | Hold |
1,453
| – | – | 0.09% | 45 |
|
|
2018
Q2 | $238K | Hold |
1,453
| – | – | 0.61% | 18 |
|
|
2018
Q1 | $221K | Hold |
1,453
| – | – | 0.53% | 21 |
|
|
2017
Q4 | $221K | Sell |
1,453
-2,497
| -63% | -$380K | 0.52% | 21 |
|
|
2017
Q3 | $523K | Hold |
3,950
| – | – | 0.98% | 18 |
|
|
2017
Q2 | $557K | Hold |
3,950
| – | – | 1.14% | 18 |
|
|
2017
Q1 | $543K | Hold |
3,950
| – | – | 1.12% | 18 |
|
|
2016
Q4 | $533K | Hold |
3,950
| – | – | 1.07% | 18 |
|
|
2016
Q3 | $491K | Hold |
3,950
| – | – | 1.08% | 19 |
|
|
2016
Q2 | $478K | Buy |
3,950
+565
| +17% | +$68.4K | 0.97% | 19 |
|
|
2016
Q1 | $381K | Hold |
3,385
| – | – | 0.89% | 19 |
|
|
2015
Q4 | $381K | Hold |
3,385
| – | – | 0.89% | 19 |
|
|
2015
Q3 | $370K | Hold |
3,385
| – | – | 0.87% | 19 |
|
|
2015
Q2 | $423K | Buy |
+3,385
| New | +$423K | 0.93% | 19 |
|