Alpha Financial Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-1,137
| Closed | -$231K | – | 127 |
|
|
2024
Q2 | $231K | Buy |
1,137
+3
| +0.3% | +$609 | 0.2% | 64 |
|
|
2024
Q1 | $239K | Sell |
1,134
-4
| -0.4% | -$841 | 0.22% | 60 |
|
|
2023
Q4 | $228K | Sell |
1,138
-8,410
| -88% | -$1.69M | 0.23% | 66 |
|
|
2023
Q3 | $1.69M | Buy |
9,548
+1,498
| +19% | +$265K | 1.96% | 11 |
|
|
2023
Q2 | $1.51M | Buy |
+8,050
| New | +$1.51M | 1.61% | 13 |
|