Sequoia Wealth Management’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
2019
Q4
$991K Sell
2019
Q3
$2.66M Buy
2019
Q2
$1.69M Sell
2019
Q1
$2.83M Sell
2018
Q4
$2.78M Sell
2018
Q3
$4.49M Sell
2018
Q2
$4.24M Buy
2018
Q1
$3.69M Sell
2017
Q4
$3.82M Buy