Avitas 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-3,561
| Closed | -$731K | – | 210 |
|
|
2022
Q1 | $731K | Sell |
3,561
-334
| -9% | -$68.6K | 0.13% | 141 |
|
|
2021
Q4 | $866K | Sell |
3,895
-44
| -1% | -$9.78K | 0.15% | 137 |
|
|
2021
Q3 | $862K | Sell |
3,939
-26
| -0.7% | -$5.69K | 0.16% | 137 |
|
|
2021
Q2 | $909K | Buy |
3,965
+54
| +1% | +$12.4K | 0.16% | 147 |
|
|
2021
Q1 | $864K | Buy |
3,911
+626
| +19% | +$138K | 0.17% | 147 |
|
|
2020
Q4 | $644K | Buy |
+3,285
| New | +$644K | 0.13% | 177 |
|