Wealthspire Advisors (Maryland)’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $17.3M | Sell |
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|
2020
Q2 | $17.6M | Sell |
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|
2020
Q1 | $16.9M | Sell |
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|
2019
Q4 | $34.3M | Sell |
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|
2019
Q3 | $31.6M | Sell |
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|
2019
Q2 | $32.6M | Sell |
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|
2019
Q1 | $34M | Sell |
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|
2018
Q4 | $30.2M | Buy |
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|
2018
Q3 | $37M | Buy |
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|
2018
Q2 | $35.9M | Buy |
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|
2018
Q1 | $33.2M | Buy |
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|
2017
Q4 | $33.2M | Buy |
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|
2017
Q3 | $32.1M | Buy |
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|
2017
Q2 | $29.8M | Buy |
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|
2017
Q1 | $28M | Sell |
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|
2016
Q4 | $29.9M | Sell |
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|
2016
Q3 | $28.7M | Sell |
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|
2016
Q2 | $27.2M | Buy |
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|
2016
Q1 | $25.3M | Buy |
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|
2015
Q4 | $23.3M | Buy |
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