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