WMS Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
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|
2023
Q3 | $214K | Hold |
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|
2023
Q2 | $227K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $220K | Sell |
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|
2019
Q3 | $283K | Sell |
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|
2019
Q2 | $345K | Buy |
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|
2019
Q1 | $267K | Buy |
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|
2018
Q4 | $225K | Hold |
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|
2018
Q3 | $283K | Hold |
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|
2018
Q2 | $275K | Buy |
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|
2018
Q1 | $235K | Hold |
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|
2017
Q4 | $236K | Hold |
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|
2017
Q3 | $230K | Hold |
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|
2017
Q2 | $218K | Sell |
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|
2017
Q1 | $237K | Buy |
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|
2016
Q4 | – | Sell |
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|
2016
Q3 | $548K | Buy |
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|
2016
Q1 | – | Sell |
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|
2015
Q4 | $282K | Buy |
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|
2015
Q2 | – | Sell |
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|
2015
Q1 | $762K | Buy |
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