Altus Wealth Group’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
Q1 | – | Sell |
-1,416
| Closed | -$284K | – | 149 |
|
|
2023
Q4 | $284K | Buy |
1,416
+8
| +0.6% | +$1.61K | 0.16% | 113 |
|
|
2023
Q3 | $249K | Hold |
1,408
| – | – | 0.16% | 111 |
|
|
2023
Q2 | $264K | Sell |
1,408
-538
| -28% | -$101K | 0.16% | 115 |
|
|
2023
Q1 | $347K | Buy |
1,946
+48
| +3% | +$8.56K | 0.23% | 97 |
|
|
2022
Q4 | $331K | Buy |
+1,898
| New | +$331K | 0.25% | 98 |
|
|
2021
Q2 | – | Sell |
-45
| Closed | -$10K | – | 142 |
|
|
2021
Q1 | $10K | Sell |
45
-10
| -18% | -$2.22K | 0.01% | 152 |
|
|
2020
Q4 | $11K | Buy |
+55
| New | +$11K | 0.01% | 501 |
|