Williams Jones & Associates’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
Q2 | $3.7M | Sell |
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|
2019
Q1 | $3.68M | Buy |
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|
2018
Q4 | $3.21M | Sell |
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|
2018
Q3 | $4.73M | Sell |
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|
2018
Q2 | $4.92M | Buy |
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|
2018
Q1 | $3.25M | Buy |
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|
2017
Q4 | $3.23M | Buy |
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|
2017
Q3 | $3.08M | Sell |
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|
2017
Q2 | $3.06M | Buy |
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|
2017
Q1 | $2.93M | Sell |
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|
2016
Q4 | $5.53M | Buy |
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|
2016
Q3 | $4.72M | Buy |
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|
2016
Q2 | $1.68M | Sell |
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|
2016
Q1 | $1.66M | Buy |
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|
2015
Q4 | $1.67M | Sell |
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|
2015
Q3 | $1.63M | Sell |
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|
2015
Q2 | $1.88M | Buy |
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|
2015
Q1 | $1.77M | Buy |
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|
2014
Q4 | $1.07M | Sell |
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|
2014
Q3 | $982K | Buy |
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|
2014
Q2 | $1.05M | Sell |
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|
2014
Q1 | $2.06M | Buy |
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|
2013
Q4 | $851K | Buy |
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|
2013
Q3 | $442K | Buy |
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