BT 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $2.78M | Buy |
16,385
+3
| +0% | +$508 | 0.78% | 14 |
|
|
2022
Q1 | $3.36M | Buy |
16,382
+98
| +0.6% | +$20.1K | 0.88% | 11 |
|
|
2021
Q4 | $3.62M | Buy |
16,284
+8
| +0% | +$1.78K | 0.98% | 13 |
|
|
2021
Q3 | $3.56M | Sell |
16,276
-2,391
| -13% | -$523K | 1.11% | 13 |
|
|
2021
Q2 | $4.28M | Sell |
18,667
-2,091
| -10% | -$480K | 1.3% | 11 |
|
|
2021
Q1 | $4.59M | Sell |
20,758
-3,114
| -13% | -$688K | 1.53% | 11 |
|
|
2020
Q4 | $4.68M | Sell |
23,872
-93
| -0.4% | -$18.2K | 1.74% | 10 |
|
|
2020
Q3 | $3.59M | Sell |
23,965
-1,893
| -7% | -$284K | 1.56% | 10 |
|
|
2020
Q2 | $3.7M | Sell |
25,858
-3,765
| -13% | -$539K | 1.88% | 8 |
|
|
2020
Q1 | $3.39M | Sell |
29,623
-1,087
| -4% | -$124K | 1.94% | 8 |
|
|
2019
Q4 | $5.09M | Sell |
30,710
-361
| -1% | -$59.8K | 2.59% | 10 |
|
|
2019
Q3 | $4.7M | Sell |
31,071
-118
| -0.4% | -$17.9K | 2.62% | 11 |
|
|
2019
Q2 | $4.66M | Sell |
31,189
-150
| -0.5% | -$22.4K | 2.69% | 11 |
|
|
2019
Q1 | $4.8M | Sell |
31,339
-8,640
| -22% | -$1.32M | 2.83% | 10 |
|
|
2018
Q4 | $6.15M | Buy |
+39,979
| New | +$6.15M | 2.65% | 11 |
|