WAM
Wealthspire Advisors (Maryland)’s iShares Russell 2000 ETF IWM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $17.3M | Sell |
115,663
-7,226
| -6% | -$1.08M | 0.61% | 27 |
|
|
2020
Q2 | $17.6M | Sell |
122,889
-24,664
| -17% | -$3.53M | 1.26% | 19 |
|
|
2020
Q1 | $16.9M | Sell |
147,553
-59,328
| -29% | -$6.79M | 1.47% | 18 |
|
|
2019
Q4 | $34.3M | Sell |
206,881
-2,115
| -1% | -$350K | 2.3% | 10 |
|
|
2019
Q3 | $31.6M | Sell |
208,996
-343
| -0.2% | -$51.9K | 2.31% | 11 |
|
|
2019
Q2 | $32.6M | Sell |
209,339
-12,640
| -6% | -$1.97M | 2.44% | 11 |
|
|
2019
Q1 | $34M | Sell |
221,979
-3,290
| -1% | -$504K | 2.56% | 10 |
|
|
2018
Q4 | $30.2M | Buy |
225,269
+5,991
| +3% | +$802K | 2.68% | 8 |
|
|
2018
Q3 | $37M | Buy |
219,278
+282
| +0.1% | +$47.5K | 3.05% | 7 |
|
|
2018
Q2 | $35.9M | Buy |
218,996
+172
| +0.1% | +$28.2K | 3.25% | 6 |
|
|
2018
Q1 | $33.2M | Buy |
218,824
+1,346
| +0.6% | +$204K | 3.13% | 6 |
|
|
2017
Q4 | $33.2M | Buy |
217,478
+866
| +0.4% | +$132K | 3.23% | 6 |
|
|
2017
Q3 | $32.1M | Buy |
216,612
+4,846
| +2% | +$718K | 3.5% | 5 |
|
|
2017
Q2 | $29.8M | Buy |
211,766
+7,905
| +4% | +$1.11M | 3.54% | 4 |
|
|
2017
Q1 | $28M | Sell |
203,861
-18,070
| -8% | -$2.48M | 3.99% | 3 |
|
|
2016
Q4 | $29.9M | Sell |
221,931
-9,109
| -4% | -$1.23M | 4.47% | 3 |
|
|
2016
Q3 | $28.7M | Sell |
231,040
-5,895
| -2% | -$732K | 4.47% | 3 |
|
|
2016
Q2 | $27.2M | Buy |
236,935
+8,161
| +4% | +$938K | 4.54% | 3 |
|
|
2016
Q1 | $25.3M | Buy |
228,774
+22,018
| +11% | +$2.44M | 4.47% | 3 |
|
|
2015
Q4 | $23.3M | Buy |
+206,756
| New | +$23.3M | 4.33% | 3 |
|