Jacobus 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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | $288K | Buy |
|
|||||
|
2017
Q2 | $259K | Buy |
|
|||||
|
2017
Q1 | $226K | Buy |
|
|||||
|
2016
Q4 | $208K | Sell |
|
|||||
|
2016
Q3 | $543K | Buy |
|
|||||
|
2016
Q2 | $421K | Sell |
|
|||||
|
2016
Q1 | $422K | Sell |
|
|||||
|
2015
Q4 | $889K | Sell |
|
|||||
|
2015
Q3 | $1.04M | Hold |
|
|||||
|
2015
Q2 | $1.19M | Buy |
|
|||||
|
2015
Q1 | $595K | Buy |
|
|||||
|
2014
Q4 | $547K | Buy |
|
|||||
|
2014
Q3 | $249K | Hold |
|
|||||
|
2014
Q2 | $270K | Hold |
|
|||||
|
2014
Q1 | $265K | Sell |
|
|||||
|
2013
Q4 | $270K | Buy |
|
|||||
|
2013
Q3 | $246K | Buy |
|
|||||
|
2013
Q2 | $108K | Buy |
|