RGT Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $2.38M | Sell |
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|
2022
Q2 | $3.27M | Sell |
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|
2022
Q1 | $4.07M | Sell |
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|
2021
Q4 | $4.64M | Buy |
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|
2021
Q3 | $613K | Hold |
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|
2021
Q2 | $643K | Sell |
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|
2021
Q1 | $636K | Hold |
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|
2020
Q4 | $565K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $236K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $439K | Buy |
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|
2019
Q3 | $347K | Buy |
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|
2017
Q1 | – | Sell |
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|
2016
Q4 | $227K | Sell |
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|
2016
Q3 | $296K | Buy |
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