Cahill 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-1,172
| Closed | -$207K | – | 45 |
|
|
2023
Q3 | $207K | Hold |
1,172
| – | – | 0.16% | 42 |
|
|
2023
Q2 | $220K | Buy |
1,172
+1
| +0.1% | +$187 | 0.15% | 45 |
|
|
2023
Q1 | $209K | Buy |
1,171
+1
| +0.1% | +$178 | 0.15% | 45 |
|
|
2022
Q4 | $225K | Buy |
+1,170
| New | +$225K | 0.16% | 43 |
|
|
2022
Q2 | – | Sell |
-1,166
| Closed | -$239K | – | 46 |
|
|
2022
Q1 | $239K | Buy |
+1,166
| New | +$239K | 0.18% | 35 |
|