Merriman Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $2.93M | Sell |
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|
2024
Q3 | $2.94M | Sell |
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|
2024
Q2 | $2.75M | Sell |
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|
2024
Q1 | $3.02M | Sell |
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|
2023
Q4 | $2.9M | Sell |
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|
2023
Q3 | $2.72M | Sell |
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|
2023
Q2 | $2.88M | Sell |
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|
2023
Q1 | $2.79M | Sell |
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|
2022
Q4 | $2.74M | Sell |
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|
2022
Q3 | $2.63M | Sell |
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|
2022
Q2 | $2.79M | Buy |
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|
2022
Q1 | $3.33M | Sell |
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|
2021
Q4 | $3.78M | Sell |
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|
2021
Q3 | $5.69M | Sell |
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|
2021
Q2 | $15.9M | Sell |
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|
2021
Q1 | $15.6M | Sell |
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|
2020
Q4 | $14M | Sell |
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|
2020
Q3 | $11.2M | Buy |
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|
2020
Q2 | $10.2M | Sell |
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|
2020
Q1 | $12.5M | Sell |
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|
2019
Q4 | $23.3M | Buy |
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|
2019
Q3 | $18.7M | Sell |
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|
2019
Q2 | $235K | Sell |
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|
2019
Q1 | $25.9M | Buy |
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|
2018
Q4 | $21.8M | Buy |
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|
2018
Q3 | $585K | Sell |
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|
2018
Q2 | $701K | Hold |
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|
2018
Q1 | $650K | Sell |
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|
2017
Q4 | $5.13M | Buy |
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|
2017
Q3 | $3.1M | Buy |
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