AAFMAA Wealth Management & Trust’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-1,223
| Closed | -$218K | – | 52 |
|
|
2023
Q1 | $218K | Hold |
1,223
| – | – | 0.18% | 52 |
|
|
2022
Q4 | $213K | Hold |
1,223
| – | – | 0.19% | 53 |
|
|
2022
Q3 | $202K | Buy |
+1,223
| New | +$202K | 0.15% | 64 |
|
|
2022
Q2 | – | Sell |
-1,539
| Closed | -$316K | – | 60 |
|
|
2022
Q1 | $316K | Hold |
1,539
| – | – | 0.15% | 64 |
|
|
2021
Q4 | $342K | Sell |
1,539
-10
| -0.6% | -$2.22K | 0.15% | 65 |
|
|
2021
Q3 | $339K | Sell |
1,549
-73
| -5% | -$16K | 0.16% | 64 |
|
|
2021
Q2 | $372K | Hold |
1,622
| – | – | 0.17% | 59 |
|
|
2021
Q1 | $358K | Sell |
1,622
-17
| -1% | -$3.75K | 0.17% | 59 |
|
|
2020
Q4 | $321K | Buy |
+1,639
| New | +$321K | 0.16% | 57 |
|