Baker Tilly 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-1,288
| Closed | -$241K | – | 515 |
|
|
2023
Q2 | $241K | Sell |
1,288
-490
| -28% | -$91.8K | 0.03% | 489 |
|
|
2023
Q1 | $317K | Sell |
1,778
-324
| -15% | -$57.8K | 0.04% | 442 |
|
|
2022
Q4 | $367K | Buy |
2,102
+795
| +61% | +$139K | 0.05% | 399 |
|
|
2022
Q3 | $216K | Sell |
1,307
-35
| -3% | -$5.78K | 0.03% | 463 |
|
|
2022
Q2 | $227K | Buy |
+1,342
| New | +$227K | 0.03% | 453 |
|