Zeke Capital Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $517K | Hold |
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|
2022
Q3 | $489K | Sell |
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|
2022
Q2 | $683K | Hold |
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|
2022
Q1 | $828K | Buy |
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|
2021
Q4 | $867K | Sell |
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|
2021
Q3 | $857K | Buy |
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|
2021
Q2 | $521K | Buy |
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|
2021
Q1 | $501K | Sell |
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|
2020
Q4 | $523K | Sell |
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|
2020
Q3 | $401K | Buy |
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|
2020
Q2 | $383K | Sell |
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|
2020
Q1 | $321K | Buy |
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|
2019
Q4 | $327K | Buy |
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|
2019
Q3 | $284K | Buy |
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|
2019
Q2 | $282K | Buy |
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|
2019
Q1 | $243K | Buy |
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|
2018
Q3 | – | Sell |
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|
2018
Q2 | $16.3M | Sell |
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|
2018
Q1 | $18.8M | Sell |
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|
2017
Q4 | $19M | Buy |
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|
2017
Q3 | $15.2M | Buy |
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|
2017
Q2 | $6.1M | Buy |
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|
2017
Q1 | $3.72M | Buy |
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|
2016
Q4 | $1.91M | Buy |
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|
2016
Q3 | $333K | Hold |
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|
2016
Q2 | $314K | Buy |
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|
2016
Q1 | $249K | Buy |
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