LeJeune Puetz Investment Counsel’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
Q1 | $144K | Buy |
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|
2022
Q4 | $122K | Hold |
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|
2022
Q3 | $115K | Hold |
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|
2022
Q2 | $118K | Hold |
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|
2022
Q1 | $143K | Hold |
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|
2021
Q4 | $156K | Hold |
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|
2021
Q3 | $153K | Hold |
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|
2021
Q2 | $161K | Hold |
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|
2021
Q1 | $155K | Hold |
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|
2020
Q4 | $137K | Hold |
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|
2020
Q3 | $105K | Hold |
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|
2020
Q2 | $100K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $116K | Hold |
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|
2019
Q3 | $106K | Hold |
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|
2019
Q2 | $109K | Hold |
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|
2019
Q1 | $107K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $118K | Hold |
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|
2018
Q2 | $115K | Hold |
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|
2018
Q1 | $106K | Hold |
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|
2017
Q4 | $107K | Hold |
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|
2017
Q3 | $104K | Buy |
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