Financial Architects (New Jersey)’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $620K | Sell |
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|
2023
Q1 | $619K | Sell |
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|
2022
Q4 | $675K | Sell |
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|
2022
Q3 | $649K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $763K | Sell |
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|
2021
Q4 | $1.05M | Sell |
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|
2021
Q3 | $1.08M | Sell |
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|
2021
Q2 | $1.23M | Buy |
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|
2021
Q1 | $1.05M | Buy |
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|
2020
Q4 | $696K | Buy |
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|
2020
Q3 | $473K | Buy |
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|
2020
Q2 | $451K | Sell |
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|
2020
Q1 | $385K | Buy |
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|
2019
Q4 | $547K | Sell |
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|
2019
Q3 | $507K | Sell |
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|
2019
Q2 | $533K | Sell |
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|
2019
Q1 | $961K | Sell |
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|
2018
Q4 | $854K | Buy |
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|
2018
Q3 | $594K | Buy |
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|
2018
Q2 | $573K | Buy |
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|
2018
Q1 | $510K | Sell |
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|
2017
Q4 | $549K | Sell |
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|
2017
Q3 | $565K | Sell |
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|
2017
Q2 | $575K | Sell |
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|
2017
Q1 | $602K | Buy |
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|
2016
Q4 | $505K | Buy |
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|
2016
Q3 | $435K | Buy |
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|
2016
Q2 | $401K | Buy |
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|
2016
Q1 | $384K | Sell |
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|
2015
Q4 | $413K | Sell |
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|
2015
Q3 | $402K | Buy |
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|
2015
Q2 | $436K | Buy |
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|
2015
Q1 | $414K | Sell |
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|
2014
Q4 | $485K | Sell |
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|
2014
Q3 | $458K | Sell |
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|
2014
Q2 | $546K | Buy |
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|
2014
Q1 | $489K | Buy |
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|
2013
Q4 | $482K | Buy |
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|
2013
Q3 | $245K | Buy |
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|
2013
Q2 | $209K | Buy |
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