Partnervest Advisory Services’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $890K | Sell |
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2020
Q2 | $899K | Sell |
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2020
Q1 | $1.16M | Sell |
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|
2019
Q4 | $2.05M | Buy |
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|
2019
Q3 | $1.83M | Sell |
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|
2019
Q2 | $2.03M | Sell |
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|
2019
Q1 | $2.43M | Sell |
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|
2018
Q4 | $3.22M | Sell |
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|
2018
Q3 | $6.17M | Buy |
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|
2018
Q2 | $5.24M | Buy |
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|
2018
Q1 | $3.94M | Buy |
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|
2017
Q4 | $3.91M | Buy |
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|
2017
Q3 | $3.44M | Sell |
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|
2017
Q2 | $3.96M | Sell |
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|
2017
Q1 | $4.71M | Buy |
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|
2016
Q4 | $2.24M | Buy |
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|
2016
Q3 | $1.23M | Sell |
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|
2016
Q2 | $1.15M | Sell |
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|
2016
Q1 | $1.14M | Buy |
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|
2015
Q4 | $1.05M | Buy |
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|
2015
Q3 | $922K | Sell |
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|
2015
Q2 | $1.25M | Buy |
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|
2015
Q1 | $883K | Sell |
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|
2014
Q4 | $1.51M | Buy |
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|
2014
Q3 | $962K | Sell |
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|
2014
Q2 | $1.11M | Buy |
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|
2014
Q1 | $918K | Sell |
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|
2013
Q4 | $2.04M | Sell |
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|
2013
Q3 | $5.79M | Sell |
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|
2013
Q2 | $6.41M | Buy |
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