SGAM
Steinberg Global Asset Management’s iShares Russell 2000 ETF IWM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | $247K | Buy |
1,611
+41
| +3% | +$6.29K | 0.04% | 232 |
|
|
2018
Q4 | $210K | Hold |
1,570
| – | – | 0.04% | 226 |
|
|
2018
Q3 | $265K | Buy |
1,570
+20
| +1% | +$3.38K | 0.04% | 218 |
|
|
2018
Q2 | $254K | Hold |
1,550
| – | – | 0.04% | 213 |
|
|
2018
Q1 | $235K | Buy |
1,550
+220
| +17% | +$33.4K | 0.03% | 216 |
|
|
2017
Q4 | $203K | Sell |
1,330
-20
| -1% | -$3.05K | 0.03% | 231 |
|
|
2017
Q3 | $200K | Buy |
+1,350
| New | +$200K | 0.03% | 229 |
|