AWA
Alaska Wealth Advisors’s iShares Russell 2000 ETF IWM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-11
| Closed | -$2.31K | – | 127 |
|
|
2024
Q1 | $2.31K | Hold |
11
| – | – | ﹤0.01% | 109 |
|
|
2023
Q4 | $2.21K | Buy |
+11
| New | +$2.21K | ﹤0.01% | 111 |
|
|
2020
Q1 | – | Sell |
-2,414
| Closed | -$400K | – | 62 |
|
|
2019
Q4 | $400K | Sell |
2,414
-2,036
| -46% | -$337K | 0.06% | 48 |
|
|
2019
Q3 | $673K | Buy |
+4,450
| New | +$673K | 0.08% | 23 |
|