FWM
Frontier Wealth Management’s iShares Russell 2000 ETF IWM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $2.57M | Sell |
15,180
-1,553
| -9% | -$263K | 0.19% | 115 |
|
|
2022
Q1 | $3.3M | Sell |
16,733
-283
| -2% | -$55.8K | 0.04% | 87 |
|
|
2021
Q4 | $3.79M | Buy |
17,016
+5
| +0% | +$1.11K | 0.25% | 82 |
|
|
2021
Q3 | $3.72M | Buy |
17,011
+455
| +3% | +$99.5K | 0.26% | 79 |
|
|
2021
Q2 | $3.8M | Buy |
16,556
+399
| +2% | +$91.5K | 0.27% | 78 |
|
|
2021
Q1 | $3.57M | Sell |
16,157
-5,779
| -26% | -$1.28M | 0.27% | 76 |
|
|
2020
Q4 | $4.3M | Sell |
21,936
-2,894
| -12% | -$567K | 0.35% | 56 |
|
|
2020
Q3 | $3.72M | Sell |
24,830
-1,115
| -4% | -$167K | 0.34% | 56 |
|
|
2020
Q2 | $3.72M | Sell |
25,945
-1,343
| -5% | -$192K | 0.34% | 56 |
|
|
2020
Q1 | $3.12M | Buy |
27,288
+786
| +3% | +$90K | 0.51% | 58 |
|
|
2019
Q4 | $4.39M | Sell |
26,502
-482
| -2% | -$79.9K | 0.7% | 31 |
|
|
2019
Q3 | $4.08M | Sell |
26,984
-67
| -0.2% | -$10.1K | 0.6% | 42 |
|
|
2019
Q2 | $4.21M | Buy |
27,051
+1,893
| +8% | +$294K | 0.62% | 40 |
|
|
2019
Q1 | $3.85M | Sell |
25,158
-1,173
| -4% | -$180K | 0.52% | 44 |
|
|
2018
Q4 | $3.53M | Buy |
26,331
+798
| +3% | +$107K | 0.54% | 46 |
|
|
2018
Q3 | $4.3M | Buy |
25,533
+99
| +0.4% | +$16.7K | 0.41% | 36 |
|
|
2018
Q2 | $4.17M | Buy |
25,434
+319
| +1% | +$52.2K | 0.6% | 38 |
|
|
2018
Q1 | $3.81M | Buy |
25,115
+2,827
| +13% | +$429K | 0.53% | 50 |
|
|
2017
Q4 | $3.4M | Sell |
22,288
-5,448
| -20% | -$831K | 0.55% | 44 |
|
|
2017
Q3 | $4.11M | Sell |
27,736
-152
| -0.5% | -$22.5K | 0.59% | 41 |
|
|
2017
Q2 | $3.93M | Sell |
27,888
-1,502
| -5% | -$212K | 0.6% | 45 |
|
|
2017
Q1 | $4.04M | Sell |
29,390
-1,687
| -5% | -$232K | 0.62% | 45 |
|
|
2016
Q4 | $4.19M | Sell |
31,077
-442
| -1% | -$59.6K | 0.69% | 37 |
|
|
2016
Q3 | $3.92M | Buy |
31,519
+204
| +0.7% | +$25.3K | 0.59% | 38 |
|
|
2016
Q2 | $3.6M | Sell |
31,315
-2,754
| -8% | -$317K | 0.58% | 41 |
|
|
2016
Q1 | $3.77M | Buy |
34,069
+761
| +2% | +$84.2K | 0.32% | 38 |
|
|
2015
Q4 | $3.75M | Sell |
33,308
-202
| -0.6% | -$22.7K | 0.6% | 40 |
|
|
2015
Q3 | $3.66M | Buy |
33,510
+925
| +3% | +$101K | 0.58% | 39 |
|
|
2015
Q2 | $4.07M | Buy |
32,585
+2,486
| +8% | +$310K | 0.63% | 36 |
|
|
2015
Q1 | $3.74M | Buy |
30,099
+18,614
| +162% | +$2.31M | 0.6% | 35 |
|
|
2014
Q4 | $1.37M | Buy |
+11,485
| New | +$1.37M | 0.26% | 65 |
|