McCutchen Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $259K | Hold |
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|
2022
Q2 | $266K | Sell |
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|
2022
Q1 | $342K | Buy |
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|
2021
Q4 | $370K | Buy |
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|
2021
Q3 | $362K | Hold |
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|
2021
Q2 | $380K | Buy |
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|
2021
Q1 | $335K | Hold |
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|
2020
Q4 | $297K | Buy |
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|
2020
Q3 | $226K | Buy |
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|
2020
Q2 | $216K | Sell |
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|
2020
Q1 | $206K | Sell |
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|
2019
Q4 | $313K | Buy |
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|
2019
Q3 | $285K | Hold |
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|
2019
Q2 | $293K | Sell |
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|
2019
Q1 | $491K | Buy |
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|
2018
Q4 | $251K | Hold |
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|
2018
Q3 | $317K | Hold |
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|
2018
Q2 | $307K | Hold |
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|
2018
Q1 | $285K | Hold |
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|
2017
Q4 | $286K | Sell |
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|
2017
Q3 | $285K | Buy |
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|
2017
Q2 | $270K | Hold |
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|
2017
Q1 | $264K | Sell |
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|
2016
Q4 | $276K | Sell |
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|
2016
Q3 | $328K | Buy |
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|
2016
Q2 | $245K | Hold |
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|
2016
Q1 | $235K | Sell |
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|
2015
Q4 | $576K | Buy |
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|
2015
Q3 | $558K | Buy |
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|
2015
Q2 | $636K | Buy |
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|
2015
Q1 | $260K | Buy |
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|
2014
Q4 | $249K | Buy |
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|
2014
Q3 | $227K | Buy |
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|
2014
Q2 | $246K | Buy |
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|
2014
Q1 | $240K | Buy |
|