Advisory Research’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
Q1 | – | Sell |
-11,659
| Closed | -$2.34M | – | 240 |
|
|
2023
Q4 | $2.34M | Buy |
+11,659
| New | +$2.34M | 0.36% | 73 |
|
|
2023
Q1 | – | Sell |
-30,811
| Closed | -$5.37M | – | 382 |
|
|
2022
Q4 | $5.37M | Buy |
+30,811
| New | +$5.37M | 0.51% | 42 |
|
|
2017
Q4 | – | Sell |
-1,850
| Closed | -$274K | – | 424 |
|
|
2017
Q3 | $274K | Buy |
+1,850
| New | +$274K | ﹤0.01% | 400 |
|