SBL
Sargent Bickham Lagudis’s iShares Russell 2000 ETF IWM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $967K | Buy |
5,548
+4,369
| +371% | +$762K | 0.08% | 133 |
|
|
2022
Q3 | $194K | Hold |
1,179
| – | – | 0.02% | 241 |
|
|
2022
Q2 | $200K | Sell |
1,179
-347
| -23% | -$58.9K | 0.02% | 252 |
|
|
2022
Q1 | $313K | Buy |
1,526
+171
| +13% | +$35.1K | 0.02% | 209 |
|
|
2021
Q4 | $302K | Hold |
1,355
| – | – | 0.02% | 207 |
|
|
2021
Q3 | $296K | Hold |
1,355
| – | – | 0.02% | 209 |
|
|
2021
Q2 | $311K | Sell |
1,355
-6
| -0.4% | -$1.38K | 0.03% | 208 |
|
|
2021
Q1 | $301K | Sell |
1,361
-41
| -3% | -$9.07K | 0.03% | 196 |
|
|
2020
Q4 | $275K | Hold |
1,402
| – | – | 0.03% | 198 |
|
|
2020
Q3 | $210K | Buy |
1,402
+21
| +2% | +$3.15K | 0.02% | 210 |
|
|
2020
Q2 | $198K | Sell |
1,381
-783
| -36% | -$112K | 0.02% | 206 |
|
|
2020
Q1 | $248K | Sell |
2,164
-2,827
| -57% | -$324K | 0.03% | 184 |
|
|
2019
Q4 | $827K | Buy |
4,991
+1,978
| +66% | +$328K | 0.09% | 120 |
|
|
2019
Q3 | $456K | Buy |
3,013
+309
| +11% | +$46.8K | 0.06% | 138 |
|
|
2019
Q2 | $420K | Sell |
2,704
-7,398
| -73% | -$1.15M | 0.05% | 149 |
|
|
2019
Q1 | $1.55M | Buy |
10,102
+8,670
| +605% | +$1.33M | 0.18% | 102 |
|
|
2018
Q4 | $192K | Sell |
1,432
-11,392
| -89% | -$1.53M | 0.02% | 196 |
|
|
2018
Q3 | $2.16M | Sell |
12,824
-9,618
| -43% | -$1.62M | 0.26% | 83 |
|
|
2018
Q2 | $3.68M | Buy |
22,442
+21,119
| +1,596% | +$3.46M | 0.46% | 55 |
|
|
2018
Q1 | $201K | Sell |
1,323
-203
| -13% | -$30.8K | 0.03% | 205 |
|
|
2017
Q4 | $233K | Sell |
1,526
-531
| -26% | -$81.1K | 0.03% | 199 |
|
|
2017
Q3 | $305K | Buy |
2,057
+282
| +16% | +$41.8K | 0.04% | 174 |
|
|
2017
Q2 | $250K | Sell |
1,775
-792
| -31% | -$112K | 0.03% | 188 |
|
|
2017
Q1 | $353K | Hold |
2,567
| – | – | 0.05% | 162 |
|
|
2016
Q4 | $346K | Sell |
2,567
-59
| -2% | -$7.95K | 0.05% | 152 |
|
|
2016
Q3 | $326 | Buy |
2,626
+331
| +14% | +$41 | 0.05% | 160 |
|
|
2016
Q2 | $264K | Buy |
2,295
+1,073
| +88% | +$123K | 0.04% | 176 |
|
|
2016
Q1 | $135K | Buy |
+1,222
| New | +$135K | 0.02% | 247 |
|