TIFF Advisory Services’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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-22,498
| Closed | -$3.4M | – | 12 |
|
|
2019
Q3 | $3.4M | Hold |
22,498
| – | – | 2.6% | 6 |
|
|
2019
Q2 | $3.5M | Hold |
22,498
| – | – | 1.93% | 7 |
|
|
2019
Q1 | $3.44M | Sell |
22,498
-19,313
| -46% | -$2.96M | 1.36% | 9 |
|
|
2018
Q4 | $5.6M | Buy |
41,811
+22,550
| +117% | +$3.02M | 1.94% | 9 |
|
|
2018
Q3 | $3.25M | Buy |
+19,261
| New | +$3.25M | 1.74% | 4 |
|
|
2018
Q2 | – | Sell |
-12,823
| Closed | -$1.95M | – | 6 |
|
|
2018
Q1 | $1.95M | Buy |
+12,823
| New | +$1.95M | 1.12% | 6 |
|