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Bellwether Advisors’s iShares Russell 2000 ETF IWM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-106
| Closed | -$18.5K | – | 527 |
|
|
2022
Q4 | $18.5K | Hold |
106
| – | – | 0.01% | 245 |
|
|
2022
Q3 | $17K | Hold |
106
| – | – | 0.01% | 226 |
|
|
2022
Q2 | $17K | Hold |
106
| – | – | 0.01% | 224 |
|
|
2022
Q1 | $21K | Hold |
106
| – | – | 0.01% | 250 |
|
|
2021
Q4 | $23K | Hold |
106
| – | – | 0.01% | 259 |
|
|
2021
Q3 | $23K | Hold |
106
| – | – | 0.01% | 236 |
|
|
2021
Q2 | $24K | Hold |
106
| – | – | 0.01% | 211 |
|
|
2021
Q1 | $23K | Hold |
106
| – | – | 0.01% | 198 |
|
|
2020
Q4 | $20K | Buy |
+106
| New | +$20K | 0.01% | 198 |
|