Winfield Associates’s iShares Russell 2000 ETF IWM Stock Holding History

Winfield Associates’s Portfolio IWM Stock Details IWM Fund Activity

Upgrade to unlock

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q1	$423K	Hold
2021 Q4	$458K	Hold
2021 Q3	$451K	Hold
2021 Q2	$473K	Hold
2021 Q1	$455K	Hold
2020 Q4	$404K	Hold
2020 Q3	$309K	Hold
2020 Q2	$295K	Hold
2020 Q1	$236K	Hold
2019 Q4	$341K	Hold
2019 Q3	$312K	Hold
2019 Q2	$320K	Hold
2019 Q1	$315K	Hold
2018 Q4	$276K	Hold
2018 Q3	$347K	Hold
2018 Q2	$337K	Hold
2018 Q1	$313K	Hold
2017 Q4	$315K	Hold
2017 Q3	$305K	Hold
2017 Q2	$290K	Hold
2017 Q1	$283K	Hold
2016 Q4	$278K	Hold
2016 Q3	$256K	Hold
2016 Q2	$237K	Hold
2016 Q1	$228K	Hold
2015 Q4	$232K	Sell
2015 Q3	$230K	Hold
2015 Q2	$263K	Hold
2015 Q1	$262K	Hold
2014 Q4	$252K	Sell
2014 Q3	$256K	Sell
2014 Q2	$284K	Hold
2014 Q1	$279K	Hold
2013 Q4	$276K	Buy