Piershale 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 Q2	–	Sell	-132,537	Closed	-$29.3M	–	32
2021 Q1	$29.3M	Buy	+132,537	New	+$28.9M	12.67%	1
2016 Q4	–	Sell	-50	Closed	-$6K	–	72
2016 Q3	$6K	Hold	50	–	–	﹤0.01%	110
2016 Q2	$6K	Hold	50	–	–	﹤0.01%	103
2016 Q1	$6K	Sell	50 -500	-91%	-$51.8K	﹤0.01%	100
2015 Q4	$62K	Buy	550 +500	+1,000%	+$57.7K	0.04%	33
2015 Q3	$5K	Hold	50	–	–	﹤0.01%	94
2015 Q2	$6K	Hold	50	–	–	﹤0.01%	87
2015 Q1	$6K	Hold	50	–	–	﹤0.01%	94
2014 Q4	$6K	Hold	50	–	–	﹤0.01%	114
2014 Q3	$5K	Hold	50	–	–	﹤0.01%	104
2014 Q2	$6K	Hold	50	–	–	﹤0.01%	114
2014 Q1	$6K	Hold	50	–	–	0.01%	96
2013 Q4	$6K	Hold	50	–	–	0.01%	82
2013 Q3	$5K	Buy	+50	New	+$5.17K	﹤0.01%	87