AWM
Aevitas Wealth Management’s iShares Russell 2000 ETF IWM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-924
| Closed | -$202K | – | 129 |
|
|
2021
Q3 | $202K | Buy |
+924
| New | +$202K | 0.13% | 122 |
|
|
2019
Q2 | – | Sell |
-182
| Closed | -$27K | – | 209 |
|
|
2019
Q1 | $27K | Sell |
182
-497
| -73% | -$73.7K | 0.02% | 235 |
|
|
2018
Q4 | $91K | Buy |
+679
| New | +$91K | 0.09% | 135 |
|