FI
FormulaFolio Investments’s iShares Russell 2000 ETF IWM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | $38K | Hold |
167
| – | – | 0.01% | 158 |
|
|
2021
Q1 | $37K | Sell |
167
-50,027
| -100% | -$11.1M | 0.01% | 158 |
|
|
2020
Q4 | $9.84M | Buy |
50,194
+46,343
| +1,203% | +$9.09M | 0.21% | 89 |
|
|
2020
Q3 | $577K | Sell |
3,851
-146
| -4% | -$21.9K | 0.02% | 196 |
|
|
2020
Q2 | $572K | Sell |
3,997
-4,029
| -50% | -$577K | 0.02% | 174 |
|
|
2020
Q1 | $919K | Sell |
8,026
-871
| -10% | -$99.7K | 0.05% | 128 |
|
|
2019
Q4 | $1.47M | Sell |
8,897
-1,557
| -15% | -$258K | 0.05% | 138 |
|
|
2019
Q3 | $1.58M | Sell |
10,454
-228
| -2% | -$34.5K | 0.06% | 121 |
|
|
2019
Q2 | $1.66M | Buy |
10,682
+910
| +9% | +$142K | 0.07% | 106 |
|
|
2019
Q1 | $1.5M | Buy |
9,772
+410
| +4% | +$62.8K | 0.07% | 107 |
|
|
2018
Q4 | $1.58M | Hold |
9,362
| – | – | 0.07% | 97 |
|
|
2018
Q3 | $1.58M | Sell |
9,362
-1,494
| -14% | -$252K | 0.07% | 97 |
|
|
2018
Q2 | $1.78M | Sell |
10,856
-1,570
| -13% | -$257K | 0.08% | 86 |
|
|
2018
Q1 | $1.89M | Buy |
12,426
+4,275
| +52% | +$649K | 0.11% | 63 |
|
|
2017
Q4 | $1.24M | Buy |
8,151
+806
| +11% | +$123K | 0.08% | 84 |
|
|
2017
Q3 | $1.09M | Buy |
7,345
+1,781
| +32% | +$264K | 0.08% | 72 |
|
|
2017
Q2 | $784K | Buy |
5,564
+2,225
| +67% | +$314K | 0.07% | 86 |
|
|
2017
Q1 | $459K | Buy |
+3,339
| New | +$459K | 0.05% | 118 |
|