Trellis Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
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|
2023
Q3 | $313K | Hold |
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|
2023
Q2 | $331K | Hold |
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|
2023
Q1 | $315K | Hold |
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|
2022
Q4 | $308K | Sell |
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|
2022
Q3 | $293K | Hold |
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|
2022
Q2 | $301K | Buy |
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|
2022
Q1 | $364K | Buy |
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|
2021
Q4 | $379K | Hold |
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|
2021
Q3 | $373K | Hold |
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|
2021
Q2 | $391K | Hold |
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|
2021
Q1 | $376K | Sell |
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|
2020
Q4 | $396K | Hold |
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|
2020
Q3 | $303K | Hold |
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|
2020
Q2 | $289K | Hold |
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|
2020
Q1 | $231K | Hold |
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|
2019
Q4 | $335K | Hold |
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|
2019
Q3 | $306K | Hold |
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|
2019
Q2 | $314K | Hold |
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|
2019
Q1 | $309K | Buy |
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|
2018
Q4 | $267K | Hold |
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|
2018
Q3 | $336K | Hold |
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|
2018
Q2 | $327K | Hold |
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|
2018
Q1 | $303K | Hold |
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|
2017
Q4 | $304K | Buy |
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