Independence Advisors’s iShares Russell 2000 ETF IWM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $2.44M | Sell |
16,292
-404
| -2% | -$60.5K | 0.52% | 27 |
|
|
2020
Q2 | $2.39M | Sell |
16,696
-78
| -0.5% | -$11.2K | 0.55% | 27 |
|
|
2020
Q1 | $1.92M | Sell |
16,774
-578
| -3% | -$66.2K | 0.53% | 27 |
|
|
2019
Q4 | $2.88M | Buy |
17,352
+6,744
| +64% | +$1.12M | 0.69% | 23 |
|
|
2019
Q3 | $1.61M | Sell |
10,608
-259
| -2% | -$39.2K | 0.39% | 27 |
|
|
2019
Q2 | $1.69M | Sell |
10,867
-323
| -3% | -$50.2K | 0.43% | 27 |
|
|
2019
Q1 | $1.71M | Buy |
11,190
+128
| +1% | +$19.6K | 0.48% | 26 |
|
|
2018
Q4 | $1.48M | Buy |
11,062
+864
| +8% | +$116K | 0.49% | 26 |
|
|
2018
Q3 | $1.72M | Buy |
10,198
+24
| +0.2% | +$4.05K | 0.51% | 24 |
|
|
2018
Q2 | $1.67M | Hold |
10,174
| – | – | 0.53% | 23 |
|
|
2018
Q1 | $1.55M | Hold |
10,174
| – | – | 0.51% | 24 |
|
|
2017
Q4 | $1.55M | Buy |
10,174
+500
| +5% | +$76.2K | 0.52% | 22 |
|
|
2017
Q3 | $1.43M | Sell |
9,674
-190
| -2% | -$28.1K | 0.57% | 25 |
|
|
2017
Q2 | $1.39M | Sell |
9,864
-16
| -0.2% | -$2.26K | 0.55% | 26 |
|
|
2017
Q1 | $1.36M | Hold |
9,880
| – | – | 0.57% | 24 |
|
|
2016
Q4 | $1.33M | Buy |
9,880
+248
| +3% | +$33.4K | 0.59% | 26 |
|
|
2016
Q3 | $1.2M | Buy |
9,632
+248
| +3% | +$30.8K | 0.56% | 25 |
|
|
2016
Q2 | $1.08M | Buy |
+9,384
| New | +$1.08M | 0.57% | 22 |
|