Private Vista’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
Q2 | – | Sell |
-10,670
| Closed | -$1.22M | – | 138 |
|
|
2020
Q1 | $1.22M | Buy |
+10,670
| New | +$1.22M | 0.46% | 38 |
|
|
2019
Q3 | – | Sell |
-10,520
| Closed | -$1.64M | – | 156 |
|
|
2019
Q2 | $1.64M | Sell |
10,520
-590
| -5% | -$91.8K | 0.41% | 34 |
|
|
2019
Q1 | $1.7M | Buy |
11,110
+394
| +4% | +$60.3K | 0.42% | 35 |
|
|
2018
Q4 | $1.44M | Sell |
10,716
-1,452
| -12% | -$194K | 0.33% | 41 |
|
|
2018
Q3 | $2.03M | Buy |
12,168
+184
| +2% | +$30.7K | 0.42% | 34 |
|
|
2018
Q2 | $1.96M | Buy |
11,984
+1,106
| +10% | +$181K | 0.45% | 31 |
|
|
2018
Q1 | $1.65M | Buy |
+10,878
| New | +$1.65M | 0.48% | 27 |
|
|
2017
Q4 | – | Sell |
-8,303
| Closed | -$1.23M | – | 96 |
|
|
2017
Q3 | $1.23M | Sell |
8,303
-58
| -0.7% | -$8.59K | 0.27% | 41 |
|
|
2017
Q2 | $1.19M | Buy |
8,361
+84
| +1% | +$12K | 0.29% | 33 |
|
|
2017
Q1 | $1.15M | Sell |
8,277
-139
| -2% | -$19.3K | 0.29% | 34 |
|
|
2016
Q4 | $1.14M | Sell |
8,416
-86
| -1% | -$11.6K | 0.33% | 25 |
|
|
2016
Q3 | $987K | Buy |
8,502
+1,164
| +16% | +$135K | 0.25% | 35 |
|
|
2016
Q2 | $857K | Sell |
7,338
-328
| -4% | -$38.3K | 0.29% | 20 |
|
|
2016
Q1 | $856K | Sell |
7,666
-8,073
| -51% | -$901K | 0.3% | 16 |
|
|
2015
Q4 | $1.56M | Buy |
+15,739
| New | +$1.56M | 0.71% | 13 |
|