SVA 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
Q4 | $443K | Buy |
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|
2020
Q3 | $243K | Hold |
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|
2020
Q2 | $232K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $236K | Hold |
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|
2019
Q3 | $216K | Hold |
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|
2019
Q2 | $222K | Hold |
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|
2019
Q1 | $218K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $638K | Hold |
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|
2018
Q2 | $620K | Hold |
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|
2018
Q1 | $561K | Hold |
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|
2017
Q4 | $577K | Hold |
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|
2017
Q3 | $561K | Buy |
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