Jupiter Asset Management’s iShares Russell 2000 ETF IWM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-3,149
| Closed | -$531K | – | 237 |
|
|
2018
Q3 | $531K | Sell |
3,149
-1,740
| -36% | -$293K | 0.02% | 234 |
|
|
2018
Q2 | $800K | Buy |
4,889
+1,889
| +63% | +$309K | 0.02% | 229 |
|
|
2018
Q1 | $455K | Buy |
+3,000
| New | +$455K | 0.01% | 224 |
|
|
2017
Q2 | – | Sell |
-12,050
| Closed | -$1.66M | – | 218 |
|
|
2017
Q1 | $1.66M | Buy |
+12,050
| New | +$1.66M | 0.06% | 204 |
|