9258 Wealth 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 | $1.16M | Sell |
5,240
-333
| -6% | -$73.6K | 0.17% | 112 |
|
|
2024
Q2 | $1.13M | Buy |
5,573
+13
| +0.2% | +$2.64K | 0.17% | 108 |
|
|
2024
Q1 | $1.17M | Sell |
5,560
-4
| -0.1% | -$841 | 0.18% | 105 |
|
|
2023
Q4 | $1.12M | Sell |
5,564
-506
| -8% | -$102K | 0.2% | 104 |
|
|
2023
Q3 | $1.07M | Sell |
6,070
-63
| -1% | -$11.1K | 0.21% | 91 |
|
|
2023
Q2 | $1.15M | Sell |
6,133
-1,657
| -21% | -$310K | 0.22% | 87 |
|
|
2023
Q1 | $1.39M | Sell |
7,790
-668
| -8% | -$119K | 0.28% | 72 |
|
|
2022
Q4 | $1.47M | Sell |
8,458
-651
| -7% | -$114K | 0.32% | 71 |
|
|
2022
Q3 | $1.5M | Sell |
9,109
-1,094
| -11% | -$180K | 0.38% | 59 |
|
|
2022
Q2 | $1.73M | Sell |
10,203
-990
| -9% | -$168K | 0.44% | 52 |
|
|
2022
Q1 | $2.3M | Buy |
11,193
+4,398
| +65% | +$903K | 0.53% | 37 |
|
|
2021
Q4 | $1.51M | Buy |
6,795
+2,864
| +73% | +$637K | 0.35% | 55 |
|
|
2021
Q3 | $860K | Buy |
3,931
+558
| +17% | +$122K | 0.23% | 108 |
|
|
2021
Q2 | $774K | Sell |
3,373
-520
| -13% | -$119K | 0.21% | 122 |
|
|
2021
Q1 | $860K | Buy |
3,893
+278
| +8% | +$61.4K | 0.26% | 95 |
|
|
2020
Q4 | $709K | Buy |
3,615
+368
| +11% | +$72.2K | 0.23% | 111 |
|
|
2020
Q3 | $497K | Sell |
3,247
-9
| -0.3% | -$1.38K | 0.19% | 135 |
|
|
2020
Q2 | $466K | Sell |
3,256
-71
| -2% | -$10.2K | 0.19% | 144 |
|
|
2020
Q1 | $423K | Buy |
3,327
+1,973
| +146% | +$251K | 0.19% | 141 |
|
|
2019
Q4 | $224K | Buy |
+1,354
| New | +$224K | 0.08% | 261 |
|