Osborn Williams & Donohoe’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
2020
Q1
Sell
-19,198
Closed -$3.18M 283
2019
Q4
$3.18M Sell
19,198
-4,976
-21% -$824K 0.32% 86
2019
Q3
$3.66M Sell
24,174
-984
-4% -$149K 0.37% 79
2019
Q2
$3.91M Buy
25,158
+1,358
+6% +$211K 0.4% 71
2019
Q1
$3.74M Buy
+23,800
New +$3.74M 0.38% 74