Shepherd Kaplan Krochuk’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 | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
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|
2018
Q3 | $345K | Hold |
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|
2018
Q2 | $335K | Buy |
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|
2018
Q1 | $296K | Hold |
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|
2017
Q4 | $297K | Hold |
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|
2017
Q3 | $289K | Hold |
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|
2017
Q2 | $275K | Sell |
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|
2017
Q1 | $667K | Buy |
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|
2016
Q4 | $263K | Sell |
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|
2016
Q3 | $646K | Buy |
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|
2016
Q2 | $461K | Sell |
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|
2016
Q1 | $801K | Buy |
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|
2014
Q4 | – | Sell |
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|
2014
Q3 | $559K | Sell |
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|
2014
Q2 | $673K | Sell |
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|
2014
Q1 | $886K | Sell |
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|
2013
Q4 | $2.29M | Buy |
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|
2013
Q3 | $1.75M | Buy |
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|
2013
Q2 | $1.58M | Buy |
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