Aspire Wealth Management’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
Q3 | $120K | Sell |
544
-42
| -7% | -$9.28K | 0.06% | 117 |
|
|
2024
Q2 | $119K | Sell |
586
-34
| -5% | -$6.9K | 0.07% | 112 |
|
|
2024
Q1 | $130K | Sell |
620
-11
| -2% | -$2.31K | 0.08% | 112 |
|
|
2023
Q4 | $127K | Hold |
631
| – | – | 0.09% | 105 |
|
|
2023
Q3 | $112K | Hold |
631
| – | – | 0.08% | 104 |
|
|
2023
Q2 | $118K | Hold |
631
| – | – | 0.09% | 102 |
|
|
2023
Q1 | $113K | Hold |
631
| – | – | 0.09% | 104 |
|
|
2022
Q4 | $110K | Hold |
631
| – | – | 0.1% | 103 |
|
|
2022
Q3 | $104K | Hold |
631
| – | – | 0.1% | 97 |
|
|
2022
Q2 | $107K | Hold |
631
| – | – | 0.1% | 100 |
|
|
2022
Q1 | $130K | Buy |
631
+38
| +6% | +$7.83K | 0.1% | 95 |
|
|
2021
Q4 | $132K | Buy |
+593
| New | +$132K | 0.11% | 99 |
|