BFA
BBJS Financial Advisors’s iShares Russell 2000 ETF IWM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $59.2K | Hold |
268
| – | – | 0.02% | 66 |
|
|
2024
Q2 | $54.3K | Buy |
268
+1
| +0.4% | +$203 | 0.02% | 66 |
|
|
2024
Q1 | $56.2K | Buy |
267
+230
| +622% | +$48.4K | 0.02% | 64 |
|
|
2023
Q4 | $7.33K | Buy |
37
+1
| +3% | +$198 | ﹤0.01% | 94 |
|
|
2023
Q3 | $6.41K | Buy |
36
+10
| +38% | +$1.78K | ﹤0.01% | 100 |
|
|
2023
Q2 | $4.92K | Buy |
26
+10
| +63% | +$1.89K | ﹤0.01% | 98 |
|
|
2023
Q1 | $2.89K | Hold |
16
| – | – | ﹤0.01% | 112 |
|
|
2022
Q4 | $2.82K | Buy |
+16
| New | +$2.82K | ﹤0.01% | 117 |
|