AWM
Aries Wealth Management’s iShares Russell 2000 ETF IWM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-1,879
| Closed | -$386K | – | 204 |
|
|
2022
Q1 | $386K | Buy |
+1,879
| New | +$386K | 0.17% | 55 |
|
|
2020
Q2 | – | Sell |
-2,703
| Closed | -$291K | – | 147 |
|
|
2020
Q1 | $291K | Hold |
2,703
| – | – | 0.22% | 95 |
|
|
2019
Q4 | $447K | Hold |
2,703
| – | – | 0.27% | 89 |
|
|
2019
Q3 | $406K | Hold |
2,703
| – | – | 0.27% | 90 |
|
|
2019
Q2 | $424K | Hold |
2,703
| – | – | 0.3% | 88 |
|
|
2019
Q1 | $414K | Hold |
2,703
| – | – | 0.31% | 79 |
|
|
2018
Q4 | $362K | Buy |
+2,703
| New | +$362K | 0.38% | 71 |
|