Raymond James Financial Services 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $239M | Buy |
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|
2024
Q2 | $218M | Buy |
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|
2024
Q1 | $168M | Buy |
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|
2023
Q4 | $156M | Buy |
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|
2023
Q3 | $123M | Buy |
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|
2023
Q2 | $127M | Buy |
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|
2023
Q1 | $109M | Buy |
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|
2022
Q4 | $101M | Sell |
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|
2022
Q3 | $95.8M | Buy |
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|
2022
Q2 | $96.9M | Sell |
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|
2022
Q1 | $118M | Sell |
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|
2021
Q4 | $128M | Buy |
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|
2021
Q3 | $122M | Sell |
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|
2021
Q2 | $151M | Buy |
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|
2021
Q1 | $131M | Buy |
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|
2020
Q4 | $102M | Buy |
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|
2020
Q3 | $65.7M | Sell |
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|
2020
Q2 | $65.3M | Sell |
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|
2020
Q1 | $52.6M | Sell |
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|
2019
Q4 | $87.8M | Buy |
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|
2019
Q3 | $72.1M | Sell |
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|
2019
Q2 | $76.2M | Buy |
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|
2019
Q1 | $73.8M | Sell |
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|
2018
Q4 | $72.3M | Sell |
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|
2018
Q3 | $105M | Buy |
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|
2018
Q2 | $92.2M | Buy |
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|
2018
Q1 | $78.2M | Buy |
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|
2017
Q4 | $74.3M | Buy |
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|
2017
Q3 | $66.4M | Buy |
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|
2017
Q2 | $60.5M | Sell |
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|
2017
Q1 | $65.7M | Buy |
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|
2016
Q4 | $63.8M | Buy |
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|
2016
Q3 | $58.6M | Buy |
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|
2016
Q2 | $45.1M | Buy |
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|
2016
Q1 | $37.1M | Buy |
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|
2015
Q4 | $32.5M | Buy |
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|
2015
Q3 | $23.9M | Buy |
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|
2015
Q2 | $5.07M | Sell |
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|
2015
Q1 | $8.69M | Buy |
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|
2014
Q4 | $7.99M | Sell |
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|
2014
Q3 | $8.02M | Buy |
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|
2014
Q2 | $8.58M | Buy |
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|
2014
Q1 | $7.63M | Sell |
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|
2013
Q4 | $12.4M | Buy |
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|
2013
Q3 | $7.98M | Sell |
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|
2013
Q2 | $13.9M | Buy |
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