1832 Asset Management’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 | |
---|---|---|---|---|---|---|---|---|
2024
Q3 | – | Sell |
-156
| Closed | -$31.7K | – | 774 |
|
2024
Q2 | $31.7K | Hold |
156
| – | – | ﹤0.01% | 714 |
|
2024
Q1 | $32.8K | Buy |
+156
| New | +$32.8K | ﹤0.01% | 706 |
|
2023
Q2 | – | Sell |
-131
| Closed | -$23.4K | – | 883 |
|
2023
Q1 | $23.4K | Buy |
+131
| New | +$23.4K | ﹤0.01% | 752 |
|
2022
Q2 | – | Sell |
-67
| Closed | -$14K | – | 875 |
|
2022
Q1 | $14K | Buy |
+67
| New | +$14K | ﹤0.01% | 819 |
|
2019
Q2 | – | Sell |
-175
| Closed | -$27K | – | 724 |
|
2019
Q1 | $27K | Buy |
+175
| New | +$27K | ﹤0.01% | 536 |
|
2015
Q3 | – | Sell |
-40
| Closed | -$5K | – | 661 |
|
2015
Q2 | $5K | Buy |
+40
| New | +$5K | ﹤0.01% | 613 |
|