Aspire Private Capital’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
Q4 | – | Sell |
-6
| Closed | -$1.35K | – | 405 |
|
2024
Q3 | $1.35K | Hold |
6
| – | – | ﹤0.01% | 574 |
|
2024
Q2 | $1.24K | Sell |
6
-1
| -14% | -$206 | ﹤0.01% | 586 |
|
2024
Q1 | $1.4K | Sell |
7
-90
| -93% | -$18K | ﹤0.01% | 609 |
|
2023
Q4 | $19.6K | Buy |
97
+93
| +2,325% | +$18.8K | 0.01% | 315 |
|
2023
Q3 | $790 | Buy |
4
+1
| +33% | +$198 | ﹤0.01% | 613 |
|
2023
Q2 | $632 | Buy |
+3
| New | +$632 | ﹤0.01% | 607 |
|
2022
Q1 | – | Sell |
-30
| Closed | -$7K | – | 638 |
|
2021
Q4 | $7K | Buy |
+30
| New | +$7K | ﹤0.01% | 373 |
|
2019
Q4 | – | Sell |
-5
| Closed | -$1K | – | 519 |
|
2019
Q3 | $1K | Sell |
5
-5
| -50% | -$1K | ﹤0.01% | 411 |
|
2019
Q2 | $2K | Hold |
10
| – | – | ﹤0.01% | 394 |
|
2019
Q1 | $2K | Sell |
10
-330
| -97% | -$66K | ﹤0.01% | 434 |
|
2018
Q4 | $46K | Buy |
+340
| New | +$46K | 0.03% | 221 |
|