Gamble Jones Investment Counsel’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $807K | Hold |
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|
2022
Q3 | $763K | Hold |
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|
2022
Q2 | $784K | Hold |
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|
2022
Q1 | $950K | Hold |
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|
2021
Q4 | $1.03M | Hold |
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|
2021
Q3 | $1.01M | Hold |
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|
2021
Q2 | $1.06M | Sell |
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|
2021
Q1 | $1.03M | Sell |
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|
2020
Q4 | $927K | Hold |
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|
2020
Q3 | $708K | Buy |
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|
2020
Q2 | $670K | Sell |
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|
2020
Q1 | $556K | Hold |
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|
2019
Q4 | $804K | Hold |
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|
2019
Q3 | $735K | Hold |
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|
2019
Q2 | $755K | Buy |
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|
2019
Q1 | $724K | Sell |
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|
2018
Q4 | $655K | Hold |
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|
2018
Q3 | $824K | Sell |
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|
2018
Q2 | $810K | Buy |
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|
2018
Q1 | $733K | Sell |
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|
2017
Q4 | $751K | Buy |
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|
2017
Q3 | $729K | Sell |
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|
2017
Q2 | $756K | Buy |
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|
2017
Q1 | $658K | Sell |
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|
2016
Q4 | $665K | Sell |
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|
2016
Q3 | $639K | Sell |
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|
2016
Q2 | $602K | Hold |
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|
2016
Q1 | $579K | Buy |
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|
2015
Q4 | $588K | Sell |
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|
2015
Q3 | $587K | Sell |
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|
2015
Q2 | $689K | Buy |
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|
2015
Q1 | $654K | Sell |
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|
2014
Q4 | $667K | Buy |
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|
2014
Q3 | $609K | Buy |
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|
2014
Q2 | $638K | Sell |
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|
2014
Q1 | $636K | Hold |
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|
2013
Q4 | $630K | Buy |
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|
2013
Q3 | $581K | Buy |
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|
2013
Q2 | $528K | Buy |
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