Brickley 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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-2,000
| Closed | -$331K | – | 46 |
|
|
2019
Q4 | $331K | Hold |
2,000
| – | – | 0.12% | 37 |
|
|
2019
Q3 | $303K | Hold |
2,000
| – | – | 0.12% | 36 |
|
|
2019
Q2 | $311K | Hold |
2,000
| – | – | 0.13% | 32 |
|
|
2019
Q1 | $306K | Hold |
2,000
| – | – | 0.13% | 33 |
|
|
2018
Q4 | $268K | Hold |
2,000
| – | – | 0.13% | 34 |
|
|
2018
Q3 | $337K | Buy |
+2,000
| New | +$337K | 0.16% | 33 |
|