Wealthfront’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 | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | – | Sell |
-1,244
| Closed | -$204K | – | 519 |
|
|
2018
Q2 | $204K | Sell |
1,244
-1,058
| -46% | -$173K | ﹤0.01% | 492 |
|
|
2018
Q1 | $350K | Sell |
2,302
-550
| -19% | -$83.6K | ﹤0.01% | 418 |
|
|
2017
Q4 | $435K | Sell |
2,852
-71
| -2% | -$10.8K | ﹤0.01% | 378 |
|
|
2017
Q3 | $433K | Buy |
2,923
+1,493
| +104% | +$221K | 0.01% | 357 |
|
|
2017
Q2 | $202K | Buy |
+1,430
| New | +$202K | ﹤0.01% | 454 |
|
|
2016
Q2 | – | Sell |
-2,025
| Closed | -$224K | – | 360 |
|
|
2016
Q1 | $224K | Buy |
+2,025
| New | +$224K | 0.01% | 295 |
|
|
2015
Q4 | – | Sell |
-352
| Closed | -$38K | – | 664 |
|
|
2015
Q3 | $38K | Buy |
352
+133
| +61% | +$14.4K | ﹤0.01% | 560 |
|
|
2015
Q2 | $27K | Buy |
219
+5
| +2% | +$616 | ﹤0.01% | 574 |
|
|
2015
Q1 | $27K | Sell |
214
-188
| -47% | -$23.7K | ﹤0.01% | 526 |
|
|
2014
Q4 | $48K | Buy |
+402
| New | +$48K | ﹤0.01% | 487 |
|