Jackson Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
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|
2021
Q1 | $748K | Buy |
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|
2020
Q4 | $528K | Sell |
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|
2020
Q3 | $438K | Buy |
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|
2020
Q2 | $414K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $630K | Buy |
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|
2016
Q4 | – | Sell |
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|
2016
Q3 | $1.33M | Sell |
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|
2016
Q2 | $1.87M | Buy |
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|
2016
Q1 | – | Sell |
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|
2015
Q4 | $2.9M | Buy |
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|
2015
Q2 | – | Sell |
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|
2015
Q1 | $4M | Buy |
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|
2014
Q4 | $3.59M | Buy |
|