Gresham Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | $1.64M | Buy |
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|
2019
Q4 | $617K | Hold |
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|
2019
Q3 | $564K | Hold |
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|
2019
Q2 | $580K | Hold |
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|
2019
Q1 | $571K | Hold |
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|
2018
Q4 | $499K | Hold |
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|
2018
Q3 | $629K | Buy |
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|
2015
Q4 | $1.75M | Buy |
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|
2015
Q3 | $1.68M | Buy |
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|
2015
Q2 | $1.91M | Buy |
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|
2015
Q1 | $92K | Sell |
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|
2014
Q4 | $1.9M | Buy |
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