Whitnell & Co’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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | $3.35M | Sell |
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|
2019
Q3 | $3.27M | Buy |
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|
2019
Q2 | $3.34M | Buy |
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|
2019
Q1 | $2.96M | Buy |
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|
2018
Q4 | $2.35M | Buy |
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|
2018
Q3 | $1.06M | Buy |
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|
2018
Q2 | $983K | Buy |
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|
2018
Q1 | $902K | Sell |
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|
2017
Q4 | $910K | Buy |
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|
2017
Q3 | $867K | Hold |
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|
2017
Q2 | $825K | Sell |
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|
2017
Q1 | $839K | Buy |
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|
2016
Q4 | $807K | Buy |
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|
2016
Q3 | $701K | Sell |
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|
2016
Q2 | $718K | Sell |
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|
2016
Q1 | $726K | Buy |
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|
2015
Q4 | $689K | Sell |
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|
2015
Q3 | $676K | Buy |
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|
2015
Q2 | $720K | Buy |
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|
2015
Q1 | $689K | Buy |
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|
2014
Q4 | $477K | Buy |
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|
2014
Q3 | $424K | Sell |
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|
2014
Q2 | $466K | Sell |
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|
2014
Q1 | $580K | Sell |
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|
2013
Q4 | $663K | Sell |
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|
2013
Q3 | $629K | Hold |
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|
2013
Q2 | $572K | Buy |
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