FormulaFolio Investments’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | $38K | Hold |
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|
2021
Q1 | $37K | Sell |
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|
2020
Q4 | $9.84M | Buy |
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|
2020
Q3 | $577K | Sell |
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|
2020
Q2 | $572K | Sell |
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|
2020
Q1 | $919K | Sell |
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|
2019
Q4 | $1.47M | Sell |
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|
2019
Q3 | $1.58M | Sell |
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|
2019
Q2 | $1.66M | Buy |
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|
2019
Q1 | $1.5M | Buy |
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|
2018
Q4 | $1.58M | Hold |
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|
2018
Q3 | $1.58M | Sell |
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|
2018
Q2 | $1.78M | Sell |
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|
2018
Q1 | $1.89M | Buy |
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|
2017
Q4 | $1.24M | Buy |
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|
2017
Q3 | $1.09M | Buy |
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|
2017
Q2 | $784K | Buy |
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|
2017
Q1 | $459K | Buy |
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