Advisor Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $285K | Buy |
1,681
+203
| +14% | +$34.4K | 0.02% | 659 |
|
|
2022
Q1 | $304K | Sell |
1,478
-158
| -10% | -$32.5K | 0.02% | 675 |
|
|
2021
Q4 | $365K | Buy |
+1,636
| New | +$365K | 0.02% | 610 |
|
|
2021
Q3 | – | Sell |
-1,380
| Closed | -$317K | – | 830 |
|
|
2021
Q2 | $317K | Buy |
+1,380
| New | +$317K | 0.02% | 639 |
|
|
2018
Q4 | – | Sell |
-5,516
| Closed | -$930K | – | 641 |
|
|
2018
Q3 | $930K | Buy |
+5,516
| New | +$930K | 0.13% | 164 |
|