Mercer Capital Advisers’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $496K | Hold |
2,266
| – | – | 0.27% | 59 |
|
|
2021
Q2 | $520K | Hold |
2,266
| – | – | 0.26% | 62 |
|
|
2021
Q1 | $501K | Hold |
2,266
| – | – | 0.27% | 58 |
|
|
2020
Q4 | $444K | Hold |
2,266
| – | – | 0.25% | 59 |
|
|
2020
Q3 | $339K | Hold |
2,266
| – | – | 0.21% | 61 |
|
|
2020
Q2 | $324K | Hold |
2,266
| – | – | 0.21% | 65 |
|
|
2020
Q1 | $259K | Hold |
2,266
| – | – | 0.19% | 67 |
|
|
2019
Q4 | $373K | Hold |
2,266
| – | – | 0.22% | 64 |
|
|
2019
Q3 | $343K | Hold |
2,266
| – | – | 0.22% | 67 |
|
|
2019
Q2 | $352K | Hold |
2,266
| – | – | 0.23% | 66 |
|
|
2019
Q1 | $347K | Hold |
2,266
| – | – | 0.23% | 66 |
|
|
2018
Q4 | $303K | Hold |
2,266
| – | – | 0.22% | 64 |
|
|
2018
Q3 | $382K | Hold |
2,266
| – | – | 0.25% | 62 |
|
|
2018
Q2 | $371K | Hold |
2,266
| – | – | 0.27% | 61 |
|
|
2018
Q1 | $344K | Hold |
2,266
| – | – | 0.25% | 64 |
|
|
2017
Q4 | $345K | Hold |
2,266
| – | – | 0.25% | 65 |
|
|
2017
Q3 | $336K | Hold |
2,266
| – | – | 0.25% | 68 |
|
|
2017
Q2 | $319K | Hold |
2,266
| – | – | 0.24% | 70 |
|
|
2017
Q1 | $312K | Hold |
2,266
| – | – | 0.24% | 70 |
|
|
2016
Q4 | $306K | Hold |
2,266
| – | – | 0.24% | 71 |
|
|
2016
Q3 | $281K | Hold |
2,266
| – | – | 0.23% | 72 |
|
|
2016
Q2 | $261K | Hold |
2,266
| – | – | 0.21% | 77 |
|
|
2016
Q1 | $251K | Hold |
2,266
| – | – | 0.21% | 75 |
|
|
2015
Q4 | $255K | Hold |
2,266
| – | – | 0.22% | 78 |
|
|
2015
Q3 | $247K | Hold |
2,266
| – | – | 0.23% | 73 |
|
|
2015
Q2 | $283K | Hold |
2,266
| – | – | 0.25% | 72 |
|
|
2015
Q1 | $282K | Hold |
2,266
| – | – | 0.25% | 72 |
|
|
2014
Q4 | $271K | Buy |
+2,266
| New | +$271K | 0.24% | 72 |
|