Viridian RIA’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
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|
2021
Q4 | $957K | Buy |
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|
2021
Q3 | – | Hold |
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|
2021
Q2 | – | Hold |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $888K | Buy |
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|
2020
Q3 | $674K | Hold |
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|
2020
Q2 | $644K | Hold |
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|
2020
Q1 | $515K | Sell |
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|
2019
Q4 | $749K | Hold |
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|
2019
Q3 | $684K | Hold |
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|
2019
Q2 | $674K | Buy |
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|
2019
Q1 | $665K | Hold |
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|
2018
Q4 | $582K | Sell |
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|
2018
Q3 | $742K | Buy |
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