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Hobart Private Capital’s iShares Russell 2000 ETF IWM Stock Holding History

Hobart Private Capital’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
2020
Q3 		– Sell
-5,203
Closed -$745K – 149
2020
Q2 		$745K Buy
+5,203
New +$683K 0.42% 57
2019
Q4 		– Sell
-2,549
Closed -$386K – 157
2019
Q3 		$386K Buy
2,549
+1,109
+77% +$169K 0.26% 96
2019
Q2 		$224K Sell
1,440
-236
-14% -$36.4K 0.16% 137
2019
Q1 		$257K Buy
1,676
+40
+2% +$6.01K 0.19% 132
2018
Q4 		$219K Buy
+1,636
New +$244K 0.19% 133
2018
Q3 		– Sell
-1,649
Closed -$270K – 147
2018
Q2 		$270K Buy
+1,649
New +$264K 0.22% 105
2018
Q1 		– Sell
-1,324
Closed -$202K – 121
2017
Q4 		$202K Buy
+1,324
New +$199K 0.18% 109

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