Artemis Wealth Advisors’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 |
-166,587
| Closed | -$33.4M | – | 34 |
|
|
2023
Q4 | $33.4M | Buy |
166,587
+454
| +0.3% | +$91.1K | 6.41% | 3 |
|
|
2023
Q3 | $29.4M | Sell |
166,133
-15,531
| -9% | -$2.74M | 5.49% | 4 |
|
|
2023
Q2 | $34M | Buy |
181,664
+10,840
| +6% | +$2.03M | 6.2% | 3 |
|
|
2023
Q1 | $30.5M | Buy |
170,824
+1,824
| +1% | +$325K | 7.84% | 3 |
|
|
2022
Q4 | $29.5M | Buy |
+169,000
| New | +$29.5M | 8.95% | 2 |
|