PIA
Phoenix Investment Adviser’s iShares Russell 2000 ETF IWM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-13,959
| Closed | -$2.17M | – | 34 |
|
|
2019
Q2 | $2.17M | Buy |
+13,959
| New | +$2.17M | 3.96% | 4 |
|
|
2018
Q2 | – | Hold |
0
| – | – | – | 38 |
|
|
2018
Q1 | – | Hold |
0
| – | – | – | 39 |
|
|
2017
Q4 | – | Hold |
0
| – | – | – | 59 |
|
|
2017
Q3 | – | Hold |
0
| – | – | – | 55 |
|
|
2017
Q2 | – | Hold |
0
| – | – | – | 53 |
|
|
2017
Q1 | – | Hold |
0
| – | – | – | 63 |
|
|
2016
Q4 | – | Hold |
0
| – | – | – | 59 |
|
|
2015
Q3 | – | Hold |
0
| – | – | – | 40 |
|
|
2015
Q2 | – | Hold |
0
| – | – | – | 36 |
|
|
2015
Q1 | – | Hold |
0
| – | – | – | 41 |
|
|
2014
Q4 | – | Hold |
0
| – | – | – | 40 |
|
|
2014
Q3 | – | Hold |
0
| – | – | – | 45 |
|
|
2014
Q2 | – | Hold |
0
| – | – | – | 42 |
|
|
2014
Q1 | – | Hold |
0
| – | – | – | 42 |
|
|
2013
Q4 | – | Hold |
0
| – | – | – | 41 |
|