Axiom Advisory’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 | $15.2M | Buy |
71,235
+3,055
| +4% | +$654K | 0.14% | 35 |
|
|
2024
Q2 | $13.8M | Buy |
68,180
+67,114
| +6,296% | +$13.6M | 0.15% | 34 |
|
|
2024
Q1 | $224K | Buy |
1,066
+3
| +0.3% | +$631 | 0.16% | 34 |
|
|
2023
Q4 | $213K | Buy |
+1,063
| New | +$213K | 0.17% | 34 |
|
|
2023
Q3 | – | Sell |
-1,101
| Closed | -$206K | – | 35 |
|
|
2023
Q2 | $206K | Buy |
+1,101
| New | +$206K | 0.18% | 32 |
|
|
2022
Q2 | – | Sell |
-1,087
| Closed | -$223K | – | 30 |
|
|
2022
Q1 | $223K | Buy |
1,087
+188
| +21% | +$38.6K | 0.19% | 29 |
|
|
2021
Q4 | $200K | Buy |
+899
| New | +$200K | 0.16% | 31 |
|