Mariner Investment Group’s iShares Russell 2000 ETF IWM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Hold |
0
| – | – | – | 20 |
|
|
2024
Q1 | – | Hold |
0
| – | – | – | 25 |
|
|
2023
Q4 | – | Hold |
0
| – | – | – | 21 |
|
|
2020
Q3 | – | Hold |
0
| – | – | – | 39 |
|
|
2020
Q2 | – | Hold |
0
| – | – | – | 43 |
|
|
2017
Q3 | – | Hold |
0
| – | – | – | 60 |
|
|
2017
Q2 | – | Sell |
-10,000
| Closed | -$1.38M | – | 68 |
|
|
2017
Q1 | $1.38M | Buy |
+10,000
| New | +$1.38M | 0.81% | 18 |
|
|
2016
Q4 | – | Hold |
0
| – | – | – | 96 |
|
|
2016
Q3 | – | Hold |
0
| – | – | – | 99 |
|
|
2016
Q2 | – | Hold |
0
| – | – | – | 140 |
|
|
2016
Q1 | – | Hold |
0
| – | – | – | 167 |
|
|
2015
Q4 | – | Hold |
0
| – | – | – | 190 |
|
|
2015
Q3 | – | Hold |
0
| – | – | – | 177 |
|
|
2015
Q2 | – | Hold |
0
| – | – | – | 188 |
|
|
2015
Q1 | – | Hold |
0
| – | – | – | 192 |
|
|
2014
Q4 | – | Hold |
0
| – | – | – | 249 |
|
|
2014
Q3 | – | Hold |
0
| – | – | – | 213 |
|
|
2014
Q2 | – | Hold |
0
| – | – | – | 224 |
|
|
2013
Q3 | – | Sell |
-25,000
| Closed | -$2.43M | – | 153 |
|
|
2013
Q2 | $2.43M | Buy |
+25,000
| New | +$2.43M | 1% | 22 |
|