V Wealth 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
Q3 | $719K | Sell |
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|
2023
Q2 | $774K | Sell |
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|
2023
Q1 | $732K | Buy |
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|
2022
Q4 | $539K | Buy |
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|
2022
Q3 | $483K | Sell |
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|
2022
Q2 | $711K | Sell |
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|
2022
Q1 | $1.13M | Buy |
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|
2021
Q4 | $670K | Buy |
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|
2021
Q3 | $609K | Sell |
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|
2021
Q2 | $1.22M | Buy |
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|
2021
Q1 | $653K | Buy |
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|
2020
Q4 | $386K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $396K | Sell |
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|
2020
Q1 | $440K | Buy |
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|
2019
Q4 | $560K | Hold |
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|
2019
Q3 | $560K | Sell |
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|
2019
Q2 | $649K | Sell |
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|
2019
Q1 | $677K | Buy |
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|
2018
Q4 | $292K | Buy |
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|
2018
Q3 | $306K | Buy |
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|
2018
Q2 | $247K | Sell |
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|
2018
Q1 | $220K | Buy |
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|
2017
Q4 | – | Sell |
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|
2017
Q3 | $1.6M | Sell |
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|
2017
Q2 | $1.68M | Buy |
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|
2017
Q1 | $1.5M | Buy |
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