AWS
AJ Wealth Strategies’s iShares Russell 2000 ETF IWM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $2.26M | Buy |
12,060
+441
| +4% | +$82.6K | 0.11% | 89 |
|
|
2023
Q1 | $2.07M | Buy |
11,619
+27
| +0.2% | +$4.82K | 0.11% | 85 |
|
|
2022
Q4 | $2.02M | Sell |
11,592
-24
| -0.2% | -$4.18K | 0.11% | 88 |
|
|
2022
Q3 | $1.92M | Buy |
11,616
+553
| +5% | +$91.2K | 0.11% | 86 |
|
|
2022
Q2 | $1.87M | Buy |
11,063
+3,827
| +53% | +$648K | 0.1% | 91 |
|
|
2022
Q1 | $1.49M | Buy |
7,236
+1
| +0% | +$205 | 0.07% | 112 |
|
|
2021
Q4 | $1.61M | Buy |
7,235
+95
| +1% | +$21.1K | 0.08% | 107 |
|
|
2021
Q3 | $1.56M | Buy |
7,140
+1,780
| +33% | +$389K | 0.08% | 100 |
|
|
2021
Q2 | $1.23M | Buy |
5,360
+2
| +0% | +$459 | 0.07% | 114 |
|
|
2021
Q1 | $1.18M | Buy |
5,358
+1,103
| +26% | +$244K | 0.08% | 105 |
|
|
2020
Q4 | $834K | Buy |
4,255
+3
| +0.1% | +$588 | 0.07% | 111 |
|
|
2020
Q3 | $637K | Sell |
4,252
-28
| -0.7% | -$4.2K | 0.06% | 120 |
|
|
2020
Q2 | $613K | Buy |
4,280
+604
| +16% | +$86.5K | 0.07% | 115 |
|
|
2020
Q1 | $421K | Buy |
3,676
+1,440
| +64% | +$165K | 0.06% | 106 |
|
|
2019
Q4 | $370K | Buy |
2,236
+4
| +0.2% | +$662 | 0.04% | 85 |
|
|
2019
Q3 | $338K | Hold |
2,232
| – | – | 0.04% | 84 |
|
|
2019
Q2 | $347K | Buy |
2,232
+44
| +2% | +$6.84K | 0.05% | 78 |
|
|
2019
Q1 | $335K | Buy |
2,188
+616
| +39% | +$94.3K | 0.06% | 84 |
|
|
2018
Q4 | $210K | Buy |
1,572
+3
| +0.2% | +$401 | 0.04% | 85 |
|
|
2018
Q3 | $264K | Buy |
+1,569
| New | +$264K | 0.05% | 85 |
|
|
2018
Q1 | – | Sell |
-1,512
| Closed | -$231K | – | 93 |
|
|
2017
Q4 | $231K | Buy |
+1,512
| New | +$231K | 0.06% | 83 |
|