SWM
SVA Wealth Management’s iShares Russell 2000 ETF IWM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | $443K | Buy |
2,260
+641
| +40% | +$126K | 0.04% | 174 |
|
|
2020
Q3 | $243K | Hold |
1,619
| – | – | 0.02% | 187 |
|
|
2020
Q2 | $232K | Buy |
+1,619
| New | +$232K | 0.02% | 184 |
|
|
2020
Q1 | – | Sell |
-1,425
| Closed | -$236K | – | 201 |
|
|
2019
Q4 | $236K | Hold |
1,425
| – | – | 0.02% | 193 |
|
|
2019
Q3 | $216K | Hold |
1,425
| – | – | 0.02% | 192 |
|
|
2019
Q2 | $222K | Hold |
1,425
| – | – | 0.02% | 198 |
|
|
2019
Q1 | $218K | Buy |
+1,425
| New | +$218K | 0.02% | 198 |
|
|
2018
Q4 | – | Sell |
-3,785
| Closed | -$638K | – | 211 |
|
|
2018
Q3 | $638K | Hold |
3,785
| – | – | 0.06% | 143 |
|
|
2018
Q2 | $620K | Hold |
3,785
| – | – | 0.07% | 141 |
|
|
2018
Q1 | $561K | Hold |
3,785
| – | – | 0.07% | 135 |
|
|
2017
Q4 | $577K | Hold |
3,785
| – | – | 0.07% | 140 |
|
|
2017
Q3 | $561K | Buy |
+3,785
| New | +$561K | 0.07% | 135 |
|