SBA
Secrest Blakey & Associates’s iShares Russell 2000 ETF IWM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-18,768
| Closed | -$2.84M | – | 87 |
|
|
2019
Q3 | $2.84M | Buy |
18,768
+531
| +3% | +$80.4K | 2.35% | 11 |
|
|
2019
Q2 | $2.84M | Buy |
18,237
+267
| +1% | +$41.5K | 2.47% | 9 |
|
|
2019
Q1 | $2.75M | Sell |
17,970
-7,254
| -29% | -$1.11M | 2.67% | 8 |
|
|
2018
Q4 | $3.38M | Sell |
25,224
-3,373
| -12% | -$452K | 2.83% | 9 |
|
|
2018
Q3 | $4.83M | Buy |
28,597
+482
| +2% | +$81.4K | 3.72% | 7 |
|
|
2018
Q2 | $4.6M | Buy |
28,115
+2,000
| +8% | +$328K | 3.62% | 6 |
|
|
2018
Q1 | $3.97M | Buy |
26,115
+586
| +2% | +$89K | 3.39% | 6 |
|
|
2017
Q4 | $3.89M | Buy |
+25,529
| New | +$3.89M | 3.15% | 7 |
|