Sunflower Bank Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $5.08M | Sell |
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|
2020
Q2 | $6.16M | Buy |
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|
2020
Q1 | $858K | Hold |
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|
2019
Q4 | $1.24M | Sell |
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|
2019
Q3 | $1.14M | Sell |
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|
2019
Q2 | $1.18M | Buy |
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|
2019
Q1 | $1.16M | Sell |
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|
2018
Q4 | $1.24M | Sell |
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|
2018
Q3 | $2.9M | Sell |
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|
2018
Q2 | $8.95M | Buy |
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|
2018
Q1 | $1.03M | Hold |
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|
2017
Q4 | $1.04M | Buy |
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|
2015
Q1 | – | Sell |
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|
2014
Q4 | $258K | Hold |
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|
2014
Q3 | $236K | Sell |
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|
2014
Q2 | $261K | Hold |
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|
2014
Q1 | $256K | Hold |
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|
2013
Q4 | $253K | Sell |
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|
2013
Q3 | $266K | Buy |
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|
2013
Q2 | $224K | Buy |
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