Next Financial Group’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
Q4 | $1.29M | Sell |
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|
2021
Q3 | $1.52M | Sell |
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|
2021
Q2 | $1.72M | Sell |
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|
2021
Q1 | $1.93M | Sell |
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|
2020
Q4 | $1.88M | Buy |
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|
2020
Q3 | $1.32M | Sell |
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|
2020
Q2 | $1.93M | Buy |
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|
2020
Q1 | $629K | Sell |
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|
2019
Q4 | $1.93M | Buy |
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|
2019
Q3 | $1.46M | Buy |
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|
2019
Q2 | $985K | Sell |
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|
2019
Q1 | $1.1M | Buy |
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|
2018
Q4 | $430K | Buy |
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|
2018
Q3 | $87K | Sell |
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|
2018
Q2 | $291K | Sell |
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|
2018
Q1 | $637K | Buy |
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|
2017
Q4 | – | Sell |
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|
2017
Q3 | $201K | Sell |
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|
2017
Q2 | $289K | Buy |
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|
2017
Q1 | $164K | Sell |
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|
2016
Q4 | $1.02M | Buy |
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|
2016
Q3 | $900K | Buy |
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|
2016
Q2 | $108K | Buy |
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|
2016
Q1 | $99K | Sell |
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|
2015
Q4 | $375K | Sell |
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|
2015
Q3 | $452K | Sell |
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|
2015
Q2 | $663K | Buy |
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|
2015
Q1 | $279K | Sell |
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|
2014
Q4 | $308K | Sell |
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|
2014
Q3 | $1.24M | Buy |
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|
2014
Q2 | $15K | Buy |
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