Winslow Evans & Crocker’s iShares Russell 2000 ETF IWM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | $178K | Buy |
909
+862
| +1,834% | +$169K | 0.03% | 348 |
|
|
2020
Q3 | $7K | Hold |
47
| – | – | ﹤0.01% | 812 |
|
|
2020
Q2 | $7K | Sell |
47
-1
| -2% | -$149 | ﹤0.01% | 804 |
|
|
2020
Q1 | $6K | Hold |
48
| – | – | ﹤0.01% | 816 |
|
|
2019
Q4 | $8K | Hold |
48
| – | – | ﹤0.01% | 872 |
|
|
2019
Q3 | $8K | Hold |
48
| – | – | ﹤0.01% | 864 |
|
|
2019
Q2 | $8K | Hold |
48
| – | – | ﹤0.01% | 880 |
|
|
2019
Q1 | $8K | Hold |
48
| – | – | ﹤0.01% | 869 |
|
|
2018
Q4 | $8K | Hold |
48
| – | – | ﹤0.01% | 814 |
|
|
2018
Q3 | $8K | Hold |
48
| – | – | ﹤0.01% | 839 |
|
|
2018
Q2 | $8K | Hold |
48
| – | – | ﹤0.01% | 846 |
|
|
2018
Q1 | $7.14K | Hold |
48
| – | – | ﹤0.01% | 851 |
|
|
2017
Q4 | $7.17K | Hold |
48
| – | – | ﹤0.01% | 870 |
|
|
2017
Q3 | $6.97K | Sell |
48
-74
| -61% | -$10.7K | ﹤0.01% | 881 |
|
|
2017
Q2 | $17.2K | Hold |
122
| – | – | ﹤0.01% | 780 |
|
|
2017
Q1 | $16.8K | Hold |
122
| – | – | 0.01% | 770 |
|
|
2016
Q4 | $16.5K | Hold |
122
| – | – | 0.01% | 768 |
|
|
2016
Q3 | $15.2K | Hold |
122
| – | – | ﹤0.01% | 803 |
|
|
2016
Q2 | $14K | Sell |
122
-15
| -11% | -$1.73K | ﹤0.01% | 793 |
|
|
2016
Q1 | $15.2K | Sell |
137
-1
| -0.7% | -$111 | ﹤0.01% | 772 |
|
|
2015
Q4 | $15.4K | Hold |
138
| – | – | ﹤0.01% | 807 |
|
|
2015
Q3 | $15K | Sell |
138
-424
| -75% | -$46K | ﹤0.01% | 793 |
|
|
2015
Q2 | $70.2K | Buy |
562
+440
| +361% | +$54.9K | 0.02% | 489 |
|
|
2015
Q1 | $15.2K | Hold |
122
| – | – | ﹤0.01% | 795 |
|
|
2014
Q4 | $14.6K | Buy |
122
+46
| +61% | +$5.5K | ﹤0.01% | 804 |
|
|
2014
Q3 | $8.2K | Buy |
76
+1
| +1% | +$108 | ﹤0.01% | 936 |
|
|
2014
Q2 | $8.91K | Hold |
75
| – | – | ﹤0.01% | 873 |
|
|
2014
Q1 | $8.73K | Hold |
75
| – | – | ﹤0.01% | 881 |
|
|
2013
Q4 | $9K | Buy |
+75
| New | +$9K | ﹤0.01% | 941 |
|