Meristem Family Wealth’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
Q1 | $5.38M | Sell |
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|
2021
Q4 | $6.02M | Sell |
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|
2021
Q3 | $6.05M | Buy |
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|
2021
Q2 | $4.87M | Sell |
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|
2021
Q1 | $4.79M | Sell |
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|
2020
Q4 | $4.45M | Sell |
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|
2020
Q3 | $3.42M | Sell |
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|
2020
Q2 | $3.42M | Buy |
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|
2020
Q1 | $2.74M | Hold |
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|
2019
Q4 | $3.96M | Sell |
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|
2019
Q3 | $3.76M | Sell |
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|
2019
Q2 | $3.88M | Buy |
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|
2019
Q1 | $3.8M | Sell |
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|
2018
Q4 | $3.35M | Buy |
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|
2018
Q3 | $4.17M | Sell |
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|
2018
Q2 | $4.59M | Sell |
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|
2018
Q1 | $4.28M | Buy |
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|
2017
Q4 | $4.26M | Sell |
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|
2017
Q3 | $4.17M | Sell |
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|
2017
Q2 | $4.2M | Sell |
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|
2017
Q1 | $4.09M | Hold |
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|
2016
Q4 | $4.02M | Buy |
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|
2016
Q3 | $3.7M | Hold |
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|
2016
Q2 | $3.42M | Buy |
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|
2016
Q1 | $3.24M | Buy |
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|
2015
Q4 | $3.21M | Sell |
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|
2015
Q3 | $3.2M | Buy |
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|
2015
Q2 | $3.66M | Buy |
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|
2015
Q1 | $3.62M | Buy |
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|
2014
Q4 | $3.43M | Sell |
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|
2014
Q3 | $3.18M | Sell |
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|
2014
Q2 | $3.5M | Sell |
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|
2014
Q1 | $4.33M | Sell |
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|
2013
Q4 | $4.67M | Sell |
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|
2013
Q3 | $4.36M | Sell |
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|
2013
Q2 | $4.26M | Buy |
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