Mesirow Financial Investment Management - Fixed Income’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
Q4 | – | Sell |
-140
| Closed | -$31K | – | 137 |
|
|
2021
Q3 | $31K | Buy |
+140
| New | +$31K | ﹤0.01% | 131 |
|
|
2020
Q4 | – | Sell |
-98
| Closed | -$15K | – | 138 |
|
|
2020
Q3 | $15K | Sell |
98
-55
| -36% | -$8.42K | ﹤0.01% | 132 |
|
|
2020
Q2 | $22K | Buy |
153
+5
| +3% | +$719 | ﹤0.01% | 128 |
|
|
2020
Q1 | $17K | Buy |
+148
| New | +$17K | ﹤0.01% | 117 |
|
|
2017
Q4 | – | Sell |
-11,310
| Closed | -$1.68M | – | 122 |
|
|
2017
Q3 | $1.68M | Buy |
11,310
+410
| +4% | +$60.8K | 0.11% | 89 |
|
|
2017
Q2 | $1.54M | Buy |
10,900
+1,005
| +10% | +$142K | 0.1% | 92 |
|
|
2017
Q1 | $1.36M | Sell |
9,895
-19,405
| -66% | -$2.67M | 0.09% | 91 |
|
|
2016
Q4 | $3.95M | Buy |
29,300
+26,310
| +880% | +$3.55M | 0.24% | 78 |
|
|
2016
Q3 | $371K | Sell |
2,990
-950
| -24% | -$118K | 0.02% | 177 |
|
|
2016
Q2 | $453K | Buy |
+3,940
| New | +$453K | 0.03% | 160 |
|