SFM
Sphera Funds Management’s iShares Russell 2000 ETF IWM Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q2 | – | Hold |
0
| – | – | – | 84 |
|
2023
Q1 | – | Hold |
0
| – | – | – | 84 |
|
2021
Q4 | – | Hold |
0
| – | – | – | 104 |
|
2021
Q3 | – | Hold |
0
| – | – | – | 124 |
|
2021
Q2 | – | Hold |
0
| – | – | – | 145 |
|
2021
Q1 | – | Hold |
0
| – | – | – | 178 |
|
2020
Q2 | – | Hold |
0
| – | – | – | 93 |
|
2020
Q1 | – | Hold |
0
| – | – | – | 87 |
|
2015
Q2 | – | Sell |
-56,100
| Closed | -$6.98M | – | 138 |
|
2015
Q1 | $6.98M | Buy |
56,100
+1,800
| +3% | +$224K | 0.73% | 22 |
|
2014
Q4 | $6.5M | Buy |
+54,300
| New | +$6.5M | 1.11% | 19 |
|
2014
Q1 | – | Sell |
-67,209
| Closed | -$7.75M | – | 114 |
|
2013
Q4 | $7.75M | Buy |
+67,209
| New | +$7.75M | 2.16% | 7 |
|