Solaris Asset 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 | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | $35K | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $595K | Hold |
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|
2017
Q3 | $578K | Hold |
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|
2017
Q2 | $550K | Hold |
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|
2017
Q1 | $536K | Hold |
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|
2016
Q4 | $526K | Sell |
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|
2016
Q3 | $2.21M | Buy |
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|
2016
Q2 | $123K | Buy |
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|
2015
Q3 | – | Sell |
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|
2015
Q2 | $89K | Hold |
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|
2015
Q1 | $89K | Hold |
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|
2014
Q4 | $85K | Buy |
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|
2013
Q3 | – | Sell |
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|
2013
Q2 | $6K | Buy |
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