HoyleCohen’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $650K | Sell |
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|
2024
Q1 | $693K | Buy |
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|
2023
Q4 | $622K | Buy |
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|
2023
Q3 | $544K | Buy |
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|
2023
Q2 | $541K | Sell |
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|
2023
Q1 | $647K | Buy |
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|
2022
Q4 | $632K | Sell |
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|
2022
Q3 | $689K | Sell |
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|
2022
Q2 | $787K | Sell |
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|
2022
Q1 | $981K | Sell |
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|
2021
Q4 | $1.1M | Buy |
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|
2021
Q3 | $1.07M | Buy |
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|
2021
Q2 | $1.04K | Sell |
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|
2021
Q1 | $1.03M | Buy |
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|
2020
Q4 | $482K | Buy |
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|
2020
Q3 | $364K | Sell |
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|
2020
Q2 | $369K | Sell |
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|
2020
Q1 | $587K | Sell |
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|
2019
Q4 | $860K | Sell |
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|
2019
Q3 | $838K | Buy |
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|
2019
Q2 | $854K | Buy |
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|
2019
Q1 | $840K | Buy |
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|
2018
Q4 | $735K | Buy |
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|
2018
Q3 | $630K | Buy |
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|
2018
Q2 | $611K | Sell |
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|
2018
Q1 | $595K | Sell |
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|
2017
Q4 | $690K | Buy |
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