Janiczek 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $140K | Buy |
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|
2024
Q1 | $90.6K | Sell |
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|
2023
Q4 | $93.6K | Hold |
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|
2023
Q3 | $82.8K | Sell |
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|
2023
Q2 | $95.9K | Sell |
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|
2023
Q1 | $95.7K | Sell |
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|
2022
Q4 | $121K | Sell |
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|
2022
Q3 | $122K | Sell |
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|
2022
Q2 | $140K | Hold |
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|
2022
Q1 | $154K | Hold |
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|
2021
Q4 | $167K | Sell |
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|
2021
Q3 | $168K | Sell |
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|
2021
Q2 | $178K | Buy |
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|
2021
Q1 | $138K | Hold |
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|
2020
Q4 | $123K | Hold |
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|
2020
Q3 | $94K | Hold |
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|
2020
Q2 | $90K | Sell |
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|
2020
Q1 | $380K | Sell |
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|
2019
Q4 | $7M | Sell |
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|
2019
Q3 | $6.44M | Sell |
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|
2019
Q2 | $13.7M | Sell |
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|
2019
Q1 | $13.9M | Sell |
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|
2018
Q4 | $12.3M | Sell |
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|
2018
Q3 | $16M | Sell |
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|
2018
Q2 | $15.8M | Sell |
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|
2018
Q1 | $14.7M | Sell |
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|
2017
Q4 | $20.6M | Sell |
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|
2017
Q3 | $20M | Buy |
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|
2017
Q2 | $18.8M | Sell |
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|
2017
Q1 | $19.5M | Buy |
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|
2016
Q4 | $11.8M | Buy |
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