Wealthstreet Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
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|
2021
Q1 | $1.56M | Sell |
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|
2020
Q4 | $1.59M | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $516K | Sell |
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|
2020
Q1 | $415K | Sell |
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|
2019
Q4 | $608K | Buy |
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|
2019
Q3 | $455K | Sell |
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|
2019
Q2 | $497K | Sell |
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|
2019
Q1 | $519K | Buy |
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|
2018
Q4 | $475K | Buy |
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|
2018
Q3 | $461K | Buy |
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|
2018
Q2 | $254K | Buy |
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