Altium Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $599K | Buy |
3,535
+778
| +28% | +$132K | 0.04% | 210 |
|
|
2022
Q1 | $566K | Hold |
2,757
| – | – | 0.04% | 245 |
|
|
2021
Q4 | $613K | Hold |
2,757
| – | – | 0.04% | 215 |
|
|
2021
Q3 | $603K | Hold |
2,757
| – | – | 0.04% | 202 |
|
|
2021
Q2 | $632K | Hold |
2,757
| – | – | 0.05% | 188 |
|
|
2021
Q1 | $609K | Sell |
2,757
-1
| -0% | -$221 | 0.05% | 184 |
|
|
2020
Q4 | $541K | Buy |
2,758
+34
| +1% | +$6.67K | 0.05% | 181 |
|
|
2020
Q3 | $408K | Hold |
2,724
| – | – | 0.04% | 213 |
|
|
2020
Q2 | $390K | Sell |
2,724
-777
| -22% | -$111K | 0.04% | 226 |
|
|
2020
Q1 | $401K | Buy |
3,501
+316
| +10% | +$36.2K | 0.06% | 162 |
|
|
2019
Q4 | $528K | Sell |
3,185
-498
| -14% | -$82.6K | 0.06% | 165 |
|
|
2019
Q3 | $557K | Hold |
3,683
| – | – | 0.08% | 150 |
|
|
2019
Q2 | $573K | Sell |
3,683
-1,615
| -30% | -$251K | 0.08% | 146 |
|
|
2019
Q1 | $811K | Buy |
5,298
+268
| +5% | +$41K | 0.13% | 104 |
|
|
2018
Q4 | $674K | Sell |
5,030
-857
| -15% | -$115K | 0.13% | 115 |
|
|
2018
Q3 | $992K | Sell |
5,887
-325
| -5% | -$54.8K | 0.19% | 81 |
|
|
2018
Q2 | $1.02M | Buy |
6,212
+1,947
| +46% | +$319K | 0.27% | 74 |
|
|
2018
Q1 | $648K | Sell |
4,265
-83
| -2% | -$12.6K | 0.25% | 65 |
|
|
2017
Q4 | $663K | Buy |
+4,348
| New | +$663K | 0.3% | 60 |
|