Summit Equities’s iShares Russell 2000 ETF IWM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | $758K | Hold |
4,500
| – | – | 0.13% | 27 |
|
|
2018
Q2 | $737K | Hold |
4,500
| – | – | 0.13% | 27 |
|
|
2018
Q1 | $683K | Hold |
4,500
| – | – | 0.12% | 30 |
|
|
2017
Q4 | $686K | Sell |
4,500
-200
| -4% | -$30.5K | 0.12% | 26 |
|
|
2017
Q3 | $696K | Buy |
4,700
+816
| +21% | +$121K | 0.13% | 29 |
|
|
2017
Q2 | $547K | Buy |
+3,884
| New | +$547K | 0.11% | 26 |
|