Homrich & Berg’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $2.61M | Buy |
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|
2021
Q2 | $2.56M | Buy |
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|
2021
Q1 | $2.42M | Sell |
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|
2020
Q4 | $2.24M | Buy |
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|
2020
Q3 | $1.21M | Buy |
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|
2020
Q2 | $980K | Sell |
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|
2020
Q1 | $809K | Sell |
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|
2019
Q4 | $1.42M | Buy |
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|
2019
Q3 | $1.18M | Sell |
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|
2019
Q2 | $1.25M | Buy |
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|
2019
Q1 | $1M | Sell |
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|
2018
Q4 | $1M | Sell |
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|
2018
Q3 | $1.65M | Buy |
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|
2018
Q2 | $1.16M | Buy |
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|
2018
Q1 | $957K | Buy |
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|
2017
Q4 | $884K | Buy |
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|
2017
Q3 | $492K | Buy |
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|
2017
Q2 | $392K | Sell |
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|
2017
Q1 | $384K | Hold |
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|
2016
Q4 | $377K | Sell |
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|
2016
Q3 | $368K | Buy |
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|
2016
Q2 | $294K | Sell |
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|
2016
Q1 | $357K | Sell |
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|
2015
Q4 | $481K | Sell |
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|
2015
Q3 | $471K | Buy |
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|
2015
Q2 | $515K | Buy |
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|
2015
Q1 | $465K | Buy |
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|
2014
Q4 | $345K | Buy |
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|
2014
Q3 | $309K | Buy |
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|
2014
Q2 | $282K | Buy |
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