Mercer Capital Advisers’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $496K | Hold |
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|
2021
Q2 | $520K | Hold |
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|
2021
Q1 | $501K | Hold |
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|
2020
Q4 | $444K | Hold |
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|
2020
Q3 | $339K | Hold |
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|
2020
Q2 | $324K | Hold |
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|
2020
Q1 | $259K | Hold |
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|
2019
Q4 | $373K | Hold |
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|
2019
Q3 | $343K | Hold |
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|
2019
Q2 | $352K | Hold |
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|
2019
Q1 | $347K | Hold |
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|
2018
Q4 | $303K | Hold |
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|
2018
Q3 | $382K | Hold |
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|
2018
Q2 | $371K | Hold |
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|
2018
Q1 | $344K | Hold |
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|
2017
Q4 | $345K | Hold |
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|
2017
Q3 | $336K | Hold |
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|
2017
Q2 | $319K | Hold |
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|
2017
Q1 | $312K | Hold |
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|
2016
Q4 | $306K | Hold |
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|
2016
Q3 | $281K | Hold |
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|
2016
Q2 | $261K | Hold |
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|
2016
Q1 | $251K | Hold |
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|
2015
Q4 | $255K | Hold |
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|
2015
Q3 | $247K | Hold |
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|
2015
Q2 | $283K | Hold |
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|
2015
Q1 | $282K | Hold |
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|
2014
Q4 | $271K | Buy |
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