Affiance Financial’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
Q3 | – | Sell |
-2,211
| Closed | -$414K | – | 94 |
|
|
2023
Q2 | $414K | Buy |
+2,211
| New | +$414K | 0.2% | 75 |
|
|
2023
Q1 | – | Sell |
-132
| Closed | -$23K | – | 256 |
|
|
2022
Q4 | $23K | Sell |
132
-115
| -47% | -$20.1K | 0.01% | 228 |
|
|
2022
Q3 | $41K | Hold |
247
| – | – | 0.02% | 98 |
|
|
2022
Q2 | $42K | Buy |
247
+17
| +7% | +$2.89K | 0.02% | 101 |
|
|
2022
Q1 | $47K | Hold |
230
| – | – | 0.02% | 114 |
|
|
2021
Q4 | $51K | Hold |
230
| – | – | 0.02% | 125 |
|
|
2021
Q3 | $50K | Hold |
230
| – | – | 0.02% | 130 |
|
|
2021
Q2 | $53K | Hold |
230
| – | – | 0.02% | 132 |
|
|
2021
Q1 | $51K | Hold |
230
| – | – | 0.02% | 128 |
|
|
2020
Q4 | $45K | Hold |
230
| – | – | 0.02% | 117 |
|
|
2020
Q3 | $34K | Hold |
230
| – | – | 0.02% | 118 |
|
|
2020
Q2 | $33K | Hold |
230
| – | – | 0.02% | 111 |
|
|
2020
Q1 | $26K | Hold |
230
| – | – | 0.02% | 105 |
|
|
2019
Q4 | $38K | Buy |
+230
| New | +$38K | 0.02% | 115 |
|