Huber Financial Advisors’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
$291K Sell
2019
Q4
$505K Buy
2019
Q3
$398K Buy
2019
Q2
$393K Sell
2019
Q1
$458K Buy
2018
Q4
$306K Buy
2018
Q3
$239K Sell
2018
Q2
$234K Sell
2018
Q1
$217K Buy