AAMC
Asset Allocation & Management Company’s iShares Russell 2000 ETF IWM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-1,271
| Closed | -$258K | – | 49 |
|
|
2024
Q2 | $258K | Sell |
1,271
-605
| -32% | -$123K | 0.17% | 41 |
|
|
2024
Q1 | $395K | Buy |
1,876
+100
| +6% | +$21.1K | 0.26% | 39 |
|
|
2023
Q4 | $356K | Hold |
1,776
| – | – | 0.24% | 39 |
|
|
2023
Q3 | $314K | Hold |
1,776
| – | – | 0.19% | 42 |
|
|
2023
Q2 | $333K | Hold |
1,776
| – | – | 0.13% | 52 |
|
|
2023
Q1 | $317K | Buy |
1,776
+123
| +7% | +$22K | 0.13% | 75 |
|
|
2022
Q4 | $288K | Hold |
1,653
| – | – | 0.11% | 96 |
|
|
2022
Q3 | $273K | Hold |
1,653
| – | – | 0.11% | 89 |
|
|
2022
Q2 | $280K | Hold |
1,653
| – | – | 0.12% | 98 |
|
|
2022
Q1 | $339K | Buy |
1,653
+615
| +59% | +$126K | 0.12% | 103 |
|
|
2021
Q4 | $231K | Buy |
+1,038
| New | +$231K | 0.08% | 110 |
|