B. Riley 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 | $1.2K | Buy |
7,083
+1,703
| +32% | +$289 | ﹤0.01% | 276 |
|
|
2022
Q1 | $1.1M | Sell |
5,380
-394
| -7% | -$80.9K | 0.09% | 199 |
|
|
2021
Q4 | $1.29M | Buy |
5,774
+661
| +13% | +$147K | 0.09% | 199 |
|
|
2021
Q3 | $1.12M | Buy |
+5,113
| New | +$1.12M | 0.09% | 210 |
|
|
2020
Q2 | – | Sell |
-5,883
| Closed | -$673K | – | 494 |
|
|
2020
Q1 | $673K | Buy |
5,883
+2,767
| +89% | +$317K | 0.07% | 234 |
|
|
2019
Q4 | $517K | Sell |
3,116
-532
| -15% | -$88.3K | 0.08% | 210 |
|
|
2019
Q3 | $552K | Sell |
3,648
-583
| -14% | -$88.2K | 0.1% | 193 |
|
|
2019
Q2 | $658 | Sell |
4,231
-3,211
| -43% | -$499 | 0.1% | 179 |
|
|
2019
Q1 | $1.14M | Buy |
7,442
+2,302
| +45% | +$352K | 0.2% | 116 |
|
|
2018
Q4 | $688K | Buy |
5,140
+1,993
| +63% | +$267K | 0.14% | 153 |
|
|
2018
Q3 | $530K | Buy |
+3,147
| New | +$530K | 0.13% | 144 |
|
|
2015
Q3 | – | Sell |
-613
| Closed | -$76K | – | 458 |
|
|
2015
Q2 | $76K | Sell |
613
-100
| -14% | -$12.4K | 0.06% | 327 |
|
|
2015
Q1 | $88K | Buy |
713
+300
| +73% | +$37K | 0.07% | 311 |
|
|
2014
Q4 | $49K | Sell |
413
-1,074
| -72% | -$127K | 0.04% | 402 |
|
|
2014
Q3 | $162K | Sell |
1,487
-314
| -17% | -$34.2K | 0.12% | 222 |
|
|
2014
Q2 | $214K | Buy |
1,801
+244
| +16% | +$29K | 0.14% | 200 |
|
|
2014
Q1 | $181K | Buy |
+1,557
| New | +$181K | 0.13% | 214 |
|