Sequoia Wealth Management’s iShares Russell 2000 ETF IWM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | $991K | Sell |
5,983
-11,481
| -66% | -$1.9M | 7.68% | 3 |
|
|
2019
Q3 | $2.66M | Buy |
17,464
+6,495
| +59% | +$990K | 5.44% | 4 |
|
|
2019
Q2 | $1.69M | Sell |
10,969
-7,489
| -41% | -$1.15M | 1.6% | 11 |
|
|
2019
Q1 | $2.83M | Sell |
18,458
-2,297
| -11% | -$352K | 2.3% | 10 |
|
|
2018
Q4 | $2.78M | Sell |
20,755
-5,926
| -22% | -$793K | 2.75% | 9 |
|
|
2018
Q3 | $4.49M | Sell |
26,681
-2,078
| -7% | -$350K | 3.86% | 6 |
|
|
2018
Q2 | $4.24M | Buy |
28,759
+4,451
| +18% | +$655K | 4.49% | 6 |
|
|
2018
Q1 | $3.69M | Sell |
24,308
-324
| -1% | -$49.2K | 3.56% | 7 |
|
|
2017
Q4 | $3.82M | Buy |
+24,632
| New | +$3.82M | 3.45% | 8 |
|