Personal Capital Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $1.16B | Buy |
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|
2022
Q3 | $1.03B | Buy |
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|
2022
Q2 | $1.02B | Buy |
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|
2022
Q1 | $1.05B | Buy |
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|
2021
Q4 | $1.13B | Buy |
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|
2021
Q3 | $1.06B | Buy |
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|
2021
Q2 | $1.03B | Buy |
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|
2021
Q1 | $941M | Sell |
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|
2020
Q4 | $941M | Buy |
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|
2020
Q3 | $707M | Buy |
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|
2020
Q2 | $661M | Buy |
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|
2020
Q1 | $490M | Buy |
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|
2019
Q4 | $624M | Buy |
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|
2019
Q3 | $532M | Buy |
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|
2019
Q2 | $514M | Buy |
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|
2019
Q1 | $463M | Buy |
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|
2018
Q4 | $320M | Sell |
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|
2018
Q3 | $423M | Buy |
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|
2018
Q2 | $387M | Buy |
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|
2018
Q1 | $307M | Buy |
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|
2017
Q4 | $253M | Buy |
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|
2017
Q3 | $217M | Buy |
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|
2017
Q2 | $180M | Buy |
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|
2017
Q1 | $99M | Buy |
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|
2014
Q3 | – | Sell |
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|
2014
Q2 | $206K | Sell |
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|
2014
Q1 | $203K | Buy |
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