Camarda Financial Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-3,401
| Closed | -$751K | – | 109 |
|
|
2024
Q4 | $751K | Buy |
+3,401
| New | +$751K | 0.28% | 67 |
|
|
2023
Q1 | – | Sell |
-17,217
| Closed | -$3M | – | 71 |
|
|
2022
Q4 | $3M | Buy |
+17,217
| New | +$3M | 3.03% | 8 |
|
|
2022
Q2 | – | Sell |
-13,167
| Closed | -$2.7M | – | 91 |
|
|
2022
Q1 | $2.7M | Buy |
+13,167
| New | +$2.7M | 1.29% | 19 |
|
|
2021
Q3 | – | Sell |
-42,358
| Closed | -$9.72M | – | 94 |
|
|
2021
Q2 | $9.72M | Buy |
42,358
+26,419
| +166% | +$6.06M | 6.01% | 6 |
|
|
2021
Q1 | $3.52M | Buy |
15,939
+78
| +0.5% | +$17.2K | 2.52% | 12 |
|
|
2020
Q4 | $3.11M | Buy |
+15,861
| New | +$3.11M | 2.62% | 15 |
|
|
2019
Q2 | – | Sell |
-76
| Closed | -$12K | – | 539 |
|
|
2019
Q1 | $12K | Buy |
+76
| New | +$12K | 0.02% | 175 |
|
|
2016
Q3 | – | Sell |
-146
| Closed | -$17K | – | 228 |
|
|
2016
Q2 | $17K | Sell |
146
-2,249
| -94% | -$262K | 0.01% | 181 |
|
|
2016
Q1 | $265K | Buy |
+2,395
| New | +$265K | 0.17% | 99 |
|
|
2013
Q3 | – | Sell |
-23
| Closed | -$2K | – | 157 |
|
|
2013
Q2 | $2K | Buy |
+23
| New | +$2K | ﹤0.01% | 252 |
|