Wilshire Advisors’s iShares Russell 2000 ETF IWM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-26,617
| Closed | -$3.99M | – | 24 |
|
|
2020
Q3 | $3.99M | Sell |
26,617
-1,417
| -5% | -$212K | 4.05% | 9 |
|
|
2020
Q2 | $4.01M | Sell |
28,034
-12,240
| -30% | -$1.75M | 4.22% | 8 |
|
|
2020
Q1 | $4.61M | Buy |
40,274
+7,554
| +23% | +$865K | 5.02% | 6 |
|
|
2019
Q4 | $5.42M | Sell |
32,720
-2,140
| -6% | -$355K | 4.81% | 6 |
|
|
2019
Q3 | $5.28M | Sell |
34,860
-596
| -2% | -$90.2K | 4.71% | 6 |
|
|
2019
Q2 | $5.51M | Buy |
35,456
+7,142
| +25% | +$1.11M | 4.88% | 7 |
|
|
2019
Q1 | $4.33M | Sell |
28,314
-2,486
| -8% | -$381K | 4.06% | 11 |
|
|
2018
Q4 | $4.12M | Buy |
30,800
+3,371
| +12% | +$451K | 4.35% | 9 |
|
|
2018
Q3 | $4.62M | Buy |
27,429
+91
| +0.3% | +$15.3K | 4.37% | 9 |
|
|
2018
Q2 | $4.48M | Sell |
27,338
-1,442
| -5% | -$236K | 4.22% | 10 |
|
|
2018
Q1 | $4.37M | Sell |
28,780
-1,058
| -4% | -$161K | 4.08% | 12 |
|
|
2017
Q4 | $4.55M | Buy |
29,838
+6,504
| +28% | +$992K | 4.24% | 12 |
|
|
2017
Q3 | $3.46M | Sell |
23,334
-263
| -1% | -$39K | 3.06% | 14 |
|
|
2017
Q2 | $3.36M | Sell |
23,597
-216
| -0.9% | -$30.7K | 2.91% | 14 |
|
|
2017
Q1 | $3.24M | Buy |
23,813
+663
| +3% | +$90.2K | 2.56% | 13 |
|
|
2016
Q4 | $3.14M | Buy |
+23,150
| New | +$3.14M | 2.49% | 14 |
|