Independence Advisors’s iShares Russell 2000 ETF IWM Stock Holding History

Independence Advisors’s Portfolio IWM Stock Details IWM Fund Activity

Upgrade to unlock

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q3	$2.44M	Sell
2020 Q2	$2.39M	Sell
2020 Q1	$1.92M	Sell
2019 Q4	$2.88M	Buy
2019 Q3	$1.6M	Sell
2019 Q2	$1.69M	Sell
2019 Q1	$1.71M	Buy
2018 Q4	$1.48M	Buy
2018 Q3	$1.72M	Buy
2018 Q2	$1.67M	Hold
2018 Q1	$1.54M	Hold
2017 Q4	$1.55M	Buy
2017 Q3	$1.43M	Sell
2017 Q2	$1.39M	Sell
2017 Q1	$1.36M	Hold
2016 Q4	$1.33M	Buy
2016 Q3	$1.2M	Buy
2016 Q2	$1.08M	Buy