GG
Gofen & Glossberg’s iShares Russell 2000 ETF IWM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $8.19M | Sell |
46,949
-1,619
| -3% | -$282K | 0.21% | 109 |
|
|
2022
Q3 | $8.01M | Buy |
48,568
+1,957
| +4% | +$323K | 0.23% | 100 |
|
|
2022
Q2 | $7.89M | Sell |
46,611
-1,635
| -3% | -$277K | 0.21% | 105 |
|
|
2022
Q1 | $9.9M | Sell |
48,246
-207
| -0.4% | -$42.5K | 0.23% | 99 |
|
|
2021
Q4 | $10.8M | Sell |
48,453
-2,389
| -5% | -$531K | 0.23% | 97 |
|
|
2021
Q3 | $11.1M | Buy |
50,842
+2,272
| +5% | +$497K | 0.26% | 90 |
|
|
2021
Q2 | $11.1M | Sell |
48,570
-1,013
| -2% | -$232K | 0.26% | 88 |
|
|
2021
Q1 | $11M | Buy |
49,583
+1,492
| +3% | +$330K | 0.28% | 82 |
|
|
2020
Q4 | $9.43M | Buy |
48,091
+524
| +1% | +$103K | 0.26% | 88 |
|
|
2020
Q3 | $7.13M | Sell |
47,567
-8,686
| -15% | -$1.3M | 0.22% | 94 |
|
|
2020
Q2 | $8.05M | Sell |
56,253
-5,361
| -9% | -$768K | 0.27% | 84 |
|
|
2020
Q1 | $7.05M | Buy |
61,614
+13,731
| +29% | +$1.57M | 0.28% | 86 |
|
|
2019
Q4 | $7.93M | Sell |
47,883
-285
| -0.6% | -$47.2K | 0.25% | 91 |
|
|
2019
Q3 | $7.29M | Sell |
48,168
-710
| -1% | -$107K | 0.25% | 92 |
|
|
2019
Q2 | $7.6M | Sell |
48,878
-452
| -0.9% | -$70.3K | 0.26% | 89 |
|
|
2019
Q1 | $7.55M | Buy |
49,330
+351
| +0.7% | +$53.7K | 0.27% | 89 |
|
|
2018
Q4 | $6.56M | Sell |
48,979
-25
| -0.1% | -$3.35K | 0.26% | 93 |
|
|
2018
Q3 | $8.26M | Sell |
49,004
-2
| -0% | -$337 | 0.28% | 90 |
|
|
2018
Q2 | $8.03M | Buy |
49,006
+6,283
| +15% | +$1.03M | 0.3% | 92 |
|
|
2018
Q1 | $6.49M | Sell |
42,723
-200
| -0.5% | -$30.4K | 0.24% | 97 |
|
|
2017
Q4 | $6.54M | Buy |
42,923
+50
| +0.1% | +$7.62K | 0.23% | 98 |
|
|
2017
Q3 | $6.35M | Sell |
42,873
-159
| -0.4% | -$23.6K | 0.24% | 98 |
|
|
2017
Q2 | $6.06M | Buy |
43,032
+1,612
| +4% | +$227K | 0.23% | 96 |
|
|
2017
Q1 | $5.69M | Sell |
41,420
-950
| -2% | -$131K | 0.22% | 95 |
|
|
2016
Q4 | $5.71M | Sell |
42,370
-150
| -0.4% | -$20.2K | 0.23% | 93 |
|
|
2016
Q3 | $5.28M | Sell |
42,520
-84
| -0.2% | -$10.4K | 0.22% | 98 |
|
|
2016
Q2 | $4.9M | Buy |
42,604
+200
| +0.5% | +$23K | 0.21% | 100 |
|
|
2016
Q1 | $4.69M | Sell |
42,404
-2,398
| -5% | -$265K | 0.2% | 105 |
|
|
2015
Q4 | $5.05M | Sell |
44,802
-796
| -2% | -$89.7K | 0.22% | 104 |
|
|
2015
Q3 | $4.98M | Sell |
45,598
-245
| -0.5% | -$26.8K | 0.23% | 102 |
|
|
2015
Q2 | $5.72M | Buy |
45,843
+1,351
| +3% | +$169K | 0.24% | 99 |
|
|
2015
Q1 | $5.53M | Buy |
44,492
+93
| +0.2% | +$11.6K | 0.24% | 97 |
|
|
2014
Q4 | $5.31M | Sell |
44,399
-950
| -2% | -$114K | 0.23% | 99 |
|
|
2014
Q3 | $4.96M | Sell |
45,349
-452
| -1% | -$49.4K | 0.22% | 103 |
|
|
2014
Q2 | $5.44M | Sell |
45,801
-134
| -0.3% | -$15.9K | 0.24% | 102 |
|
|
2014
Q1 | $5.4M | Buy |
45,935
+1,032
| +2% | +$121K | 0.25% | 99 |
|
|
2013
Q4 | $5.18M | Sell |
44,903
-333
| -0.7% | -$38.4K | 0.24% | 101 |
|
|
2013
Q3 | $4.82M | Sell |
45,236
-100
| -0.2% | -$10.7K | 0.25% | 98 |
|
|
2013
Q2 | $4.4M | Buy |
+45,336
| New | +$4.4M | 0.24% | 98 |
|