Rockefeller Financial Services’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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q4 | $8.45M | Sell |
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|
2017
Q3 | $13.6M | Sell |
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|
2017
Q2 | $13.6M | Sell |
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|
2017
Q1 | $13.5M | Buy |
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|
2016
Q4 | $13M | Sell |
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|
2016
Q3 | $12M | Sell |
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|
2016
Q2 | $11.2M | Buy |
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|
2016
Q1 | $9.11M | Sell |
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|
2015
Q4 | $11.4M | Buy |
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|
2015
Q3 | $11M | Sell |
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|
2015
Q2 | $13.3M | Hold |
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|
2015
Q1 | $13.3M | Sell |
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|
2014
Q4 | $14.7M | Sell |
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|
2014
Q3 | $13.5M | Sell |
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|
2014
Q2 | $14.8M | Buy |
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|
2014
Q1 | $11M | Buy |
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|
2013
Q4 | $10.9M | Buy |
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|
2013
Q3 | $9.9M | Buy |
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|
2013
Q2 | $8.28M | Buy |
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