Affiance Financial’s iShares Russell 2000 ETF IWM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
|
|||||
|
2023
Q2 | $414K | Buy |
|
|||||
|
2023
Q1 | – | Sell |
|
|||||
|
2022
Q4 | $23K | Sell |
|
|||||
|
2022
Q3 | $41K | Hold |
|
|||||
|
2022
Q2 | $42K | Buy |
|
|||||
|
2022
Q1 | $47K | Hold |
|
|||||
|
2021
Q4 | $51K | Hold |
|
|||||
|
2021
Q3 | $50K | Hold |
|
|||||
|
2021
Q2 | $53K | Hold |
|
|||||
|
2021
Q1 | $51K | Hold |
|
|||||
|
2020
Q4 | $45K | Hold |
|
|||||
|
2020
Q3 | $34K | Hold |
|
|||||
|
2020
Q2 | $33K | Hold |
|
|||||
|
2020
Q1 | $26K | Hold |
|
|||||
|
2019
Q4 | $38K | Buy |
|