Baugh & Associates’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
-1,577
Closed -$295K 42
2023
Q2
$295K Hold
1,577
0.18% 36
2023
Q1
$281K Hold
1,577
0.18% 35
2022
Q4
$275K Hold
1,577
0.18% 35
2022
Q3
$260K Hold
1,577
0.18% 35
2022
Q2
$267K Hold
1,577
0.18% 35
2022
Q1
$324K Hold
1,577
0.19% 36
2021
Q4
$351K Hold
1,577
0.19% 37
2021
Q3
$345K Hold
1,577
0.21% 37
2021
Q2
$362K Hold
1,577
0.22% 37
2021
Q1
$348K Hold
1,577
0.23% 36
2020
Q4
$309K Hold
1,577
0.22% 36
2020
Q3
$236K Hold
1,577
0.19% 36
2020
Q2
$226K Buy
+1,577
New +$226K 0.18% 37
2020
Q1
Sell
-1,577
Closed -$261K 40
2019
Q4
$261K Hold
1,577
0.19% 37
2019
Q3
$239K Hold
1,577
0.19% 37
2019
Q2
$245K Sell
1,577
-130
-8% -$20.2K 0.19% 37
2019
Q1
$261K Hold
1,707
0.21% 37
2018
Q4
$229K Hold
1,707
0.2% 39
2018
Q3
$288K Hold
1,707
0.23% 38
2018
Q2
$280K Hold
1,707
0.24% 39
2018
Q1
$259K Hold
1,707
0.21% 40
2017
Q4
$260K Buy
+1,707
New +$260K 0.22% 39