Sunflower Bank Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $5.08M | Sell |
33,935
-9,082
| -21% | -$1.36M | 1.7% | 11 |
|
|
2020
Q2 | $6.16M | Buy |
43,017
+35,525
| +474% | +$5.09M | 2.07% | 11 |
|
|
2020
Q1 | $858K | Hold |
7,492
| – | – | 0.33% | 48 |
|
|
2019
Q4 | $1.24M | Sell |
7,492
-11
| -0.1% | -$1.82K | 0.38% | 39 |
|
|
2019
Q3 | $1.14M | Sell |
7,503
-114
| -1% | -$17.3K | 0.36% | 44 |
|
|
2019
Q2 | $1.18M | Buy |
7,617
+30
| +0.4% | +$4.66K | 0.38% | 39 |
|
|
2019
Q1 | $1.16M | Sell |
7,587
-1,700
| -18% | -$260K | 0.35% | 39 |
|
|
2018
Q4 | $1.24M | Sell |
9,287
-7,932
| -46% | -$1.06M | 0.4% | 39 |
|
|
2018
Q3 | $2.9M | Sell |
17,219
-37,450
| -69% | -$6.31M | 0.82% | 24 |
|
|
2018
Q2 | $8.95M | Buy |
54,669
+47,872
| +704% | +$7.84M | 2.62% | 8 |
|
|
2018
Q1 | $1.03M | Hold |
6,797
| – | – | 0.29% | 53 |
|
|
2017
Q4 | $1.04M | Buy |
+6,797
| New | +$1.04M | 0.28% | 54 |
|
|
2015
Q1 | – | Sell |
-2,160
| Closed | -$258K | – | 98 |
|
|
2014
Q4 | $258K | Hold |
2,160
| – | – | 0.08% | 87 |
|
|
2014
Q3 | $236K | Sell |
2,160
-35
| -2% | -$3.82K | 0.08% | 89 |
|
|
2014
Q2 | $261K | Hold |
2,195
| – | – | 0.11% | 86 |
|
|
2014
Q1 | $256K | Hold |
2,195
| – | – | 0.12% | 84 |
|
|
2013
Q4 | $253K | Sell |
2,195
-300
| -12% | -$34.6K | 0.13% | 79 |
|
|
2013
Q3 | $266K | Buy |
2,495
+195
| +8% | +$20.8K | 0.14% | 75 |
|
|
2013
Q2 | $224K | Buy |
+2,300
| New | +$224K | 0.12% | 79 |
|