Kalos 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
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|
2023
Q2 | $1.12K | Hold |
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|
2023
Q1 | $1.07K | Hold |
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|
2022
Q4 | $1.05K | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $1.06M | Buy |
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|
2021
Q1 | $612K | Buy |
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|
2020
Q4 | $288K | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $213K | Sell |
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|
2019
Q1 | $425K | Sell |
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|
2018
Q4 | $478K | Sell |
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|
2018
Q3 | $6.97M | Buy |
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|
2018
Q2 | $303K | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $2.98M | Buy |
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|
2017
Q2 | – | Sell |
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|
2017
Q1 | $2.78M | Sell |
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|
2016
Q4 | $5.5M | Buy |
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|
2016
Q3 | $845K | Buy |
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|
2016
Q2 | $230K | Buy |
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|
2016
Q1 | – | Hold |
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|
2015
Q4 | – | Hold |
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