Strategic Wealth Partners Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $13.1M | Sell |
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|
2023
Q4 | $12.7M | Sell |
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|
2023
Q3 | $11.4M | Buy |
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|
2023
Q2 | $11.8M | Buy |
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|
2023
Q1 | $9.76M | Buy |
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|
2022
Q4 | $9.7M | Sell |
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|
2022
Q3 | $9.34M | Sell |
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|
2022
Q2 | $9.59M | Sell |
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|
2022
Q1 | $12.7M | Sell |
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|
2021
Q4 | $13.8M | Buy |
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|
2021
Q3 | $13.3M | Buy |
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|
2021
Q1 | $13.5M | Buy |
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|
2020
Q4 | $11.8M | Sell |
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|
2020
Q3 | $9.64M | Sell |
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|
2020
Q2 | $9.52M | Sell |
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|
2020
Q1 | $7.82M | Buy |
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|
2019
Q4 | $6.3M | Buy |
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|
2019
Q3 | $5.54M | Buy |
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|
2019
Q2 | $5.59M | Buy |
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|
2019
Q1 | $5.48M | Buy |
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|
2018
Q4 | $4.78M | Buy |
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|
2018
Q3 | $7.83K | Buy |
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|
2018
Q2 | $4.33K | Sell |
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|
2018
Q1 | $4.06K | Sell |
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|
2017
Q4 | $4.48M | Sell |
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|
2017
Q3 | $4.48M | Sell |
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|
2017
Q2 | $5.53M | Buy |
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|
2017
Q1 | $4.84M | Buy |
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|
2016
Q4 | $4.05M | Buy |
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|
2016
Q3 | $3.68M | Buy |
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|
2016
Q2 | $3.22M | Buy |
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