Reilly Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $749K | Sell |
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|
2021
Q3 | $740K | Buy |
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|
2021
Q2 | $746K | Sell |
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|
2021
Q1 | $732K | Buy |
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|
2020
Q4 | $637K | Buy |
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|
2020
Q3 | $411K | Sell |
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|
2020
Q2 | $402K | Buy |
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|
2020
Q1 | $321K | Sell |
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|
2019
Q4 | $474K | Buy |
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|
2019
Q3 | $420K | Buy |
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|
2019
Q2 | $422K | Buy |
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|
2019
Q1 | $378K | Buy |
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|
2018
Q4 | $277K | Buy |
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|
2018
Q3 | $330K | Buy |
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|
2018
Q2 | $321K | Buy |
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|
2018
Q1 | $289K | Buy |
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|
2017
Q4 | $290K | Sell |
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|
2017
Q3 | $313K | Sell |
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|
2017
Q2 | $301K | Buy |
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|
2017
Q1 | $288K | Buy |
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|
2016
Q4 | $276K | Buy |
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|
2016
Q3 | $253K | Buy |
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|
2016
Q2 | $234K | Hold |
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|
2016
Q1 | $226K | Buy |
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|
2015
Q4 | $229K | Buy |
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|
2015
Q3 | $199K | Hold |
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|
2015
Q2 | $227K | Sell |
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|
2015
Q1 | $228K | Buy |
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|
2014
Q4 | $217K | Buy |
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|
2014
Q3 | $199K | Sell |
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|
2014
Q2 | $220K | Buy |
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|
2014
Q1 | $194K | Sell |
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|
2013
Q4 | $223K | Sell |
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|
2013
Q3 | $434K | Buy |
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|
2013
Q2 | $148K | Buy |
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