Intercontinental Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $1.69M | Sell |
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|
2023
Q1 | $1.66M | Buy |
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|
2022
Q4 | $1.56M | Sell |
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|
2022
Q3 | $1.51M | Buy |
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|
2022
Q2 | $1.53M | Sell |
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|
2022
Q1 | $1.9M | Buy |
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|
2021
Q4 | $1.79M | Buy |
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|
2021
Q3 | $1.74M | Buy |
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|
2021
Q2 | $1.7M | Buy |
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|
2021
Q1 | $1.63M | Buy |
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|
2020
Q4 | $1.43M | Sell |
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|
2020
Q3 | $1.17M | Buy |
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|
2020
Q2 | $1.11M | Buy |
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|
2020
Q1 | $868K | Sell |
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|
2019
Q4 | $1.66M | Sell |
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|
2019
Q3 | $2.71M | Sell |
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|
2019
Q2 | $4.39M | Sell |
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|
2019
Q1 | $4.58M | Buy |
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|
2018
Q4 | $3.87M | Buy |
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|
2018
Q3 | $3.49M | Buy |
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|
2018
Q2 | $3.05M | Buy |
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|
2018
Q1 | $1.83M | Sell |
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|
2017
Q4 | $1.85M | Buy |
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|
2017
Q3 | $1.59M | Buy |
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|
2017
Q2 | $1.27M | Buy |
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|
2017
Q1 | $1.14M | Sell |
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|
2016
Q4 | $1.13M | Buy |
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|
2016
Q3 | $1.04M | Sell |
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|
2016
Q2 | $1.05M | Buy |
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|
2016
Q1 | $801K | Buy |
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|
2015
Q4 | $714K | Buy |
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