MSWM
Mader & Shannon Wealth Management’s iShares Russell 2000 ETF IWM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-12,612
| Closed | -$1.96M | – | 21 |
|
|
2019
Q2 | $1.96M | Buy |
+12,612
| New | +$1.96M | 1.67% | 12 |
|
|
2017
Q4 | – | Sell |
-108,967
| Closed | -$16.1M | – | 29 |
|
|
2017
Q3 | $16.1M | Buy |
+108,967
| New | +$16.1M | 10.37% | 2 |
|
|
2016
Q4 | – | Sell |
-2,111
| Closed | -$262K | – | 16 |
|
|
2016
Q3 | $262K | Buy |
+2,111
| New | +$262K | 0.2% | 18 |
|
|
2016
Q2 | – | Sell |
-121,590
| Closed | -$13.5M | – | 9 |
|
|
2016
Q1 | $13.5M | Buy |
121,590
+26,024
| +27% | +$2.88M | 9.09% | 6 |
|
|
2015
Q4 | $10.8M | Buy |
+95,566
| New | +$10.8M | 9.52% | 5 |
|
|
2015
Q2 | – | Sell |
-60,386
| Closed | -$7.51M | – | 15 |
|
|
2015
Q1 | $7.51M | Buy |
+60,386
| New | +$7.51M | 5.04% | 7 |
|