Frontier Wealth Management’s iShares Russell 2000 ETF IWM Stock Holding History

Frontier Wealth Management’s Portfolio IWM Stock Details IWM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q2	$2.57M	Sell	15,180 -1,553	-9%	-$286K	0.19%	115
2022 Q1	$3.3M	Sell	16,733 -283	-2%	-$57.7K	0.04%	87
2021 Q4	$3.79M	Buy	17,016 +5	+0%	+$1.13K	0.25%	82
2021 Q3	$3.72M	Buy	17,011 +455	+3%	+$101K	0.26%	79
2021 Q2	$3.8M	Buy	16,556 +399	+2%	+$89.7K	0.27%	78
2021 Q1	$3.57M	Sell	16,157 -5,779	-26%	-$1.26M	0.27%	76
2020 Q4	$4.3M	Sell	21,936 -2,894	-12%	-$506K	0.35%	56
2020 Q3	$3.72M	Sell	24,830 -1,115	-4%	-$168K	0.34%	56
2020 Q2	$3.71M	Sell	25,945 -1,343	-5%	-$176K	0.34%	56
2020 Q1	$3.12M	Buy	27,288 +786	+3%	+$117K	0.51%	58
2019 Q4	$4.39M	Sell	26,502 -482	-2%	-$76.2K	0.7%	31
2019 Q3	$4.08M	Sell	26,984 -67	-0.2%	-$10.2K	0.6%	42
2019 Q2	$4.21M	Buy	27,051 +1,893	+8%	+$292K	0.62%	40
2019 Q1	$3.85M	Sell	25,158 -1,173	-4%	-$176K	0.52%	44
2018 Q4	$3.53M	Buy	26,331 +798	+3%	+$119K	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%	+$51K	0.6%	38
2018 Q1	$3.81M	Buy	25,115 +2,827	+13%	+$437K	0.53%	50
2017 Q4	$3.4M	Sell	22,288 -5,448	-20%	-$818K	0.55%	44
2017 Q3	$4.11M	Sell	27,736 -152	-0.5%	-$21.4K	0.59%	41
2017 Q2	$3.93M	Sell	27,888 -1,502	-5%	-$208K	0.6%	45
2017 Q1	$4.04M	Sell	29,390 -1,687	-5%	-$230K	0.62%	45
2016 Q4	$4.19M	Sell	31,077 -442	-1%	-$56.5K	0.69%	37
2016 Q3	$3.92M	Buy	31,519 +204	+0.7%	+$24.8K	0.59%	38
2016 Q2	$3.6M	Sell	31,315 -2,754	-8%	-$311K	0.58%	41
2016 Q1	$3.77M	Buy	34,069 +761	+2%	+$78.8K	0.32%	38
2015 Q4	$3.75M	Sell	33,308 -202	-0.6%	-$23.3K	0.6%	40
2015 Q3	$3.66M	Buy	33,510 +925	+3%	+$110K	0.58%	39
2015 Q2	$4.07M	Buy	32,585 +2,486	+8%	+$311K	0.63%	36
2015 Q1	$3.74M	Buy	30,099 +18,614	+162%	+$2.24M	0.6%	35
2014 Q4	$1.37M	Buy	+11,485	New	+$1.31M	0.26%	65