CFO4Life’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
Q4 | $8.02M | Buy |
+46,001
| New | +$8.02M | 1.7% | 16 |
|
|
2016
Q1 | – | Sell |
-10,667
| Closed | -$1.2M | – | 95 |
|
|
2015
Q4 | $1.2M | Sell |
10,667
-129
| -1% | -$14.5K | 1.14% | 20 |
|
|
2015
Q3 | $1.18M | Sell |
10,796
-1,732
| -14% | -$189K | 1.25% | 16 |
|
|
2015
Q2 | $1.56M | Sell |
12,528
-470
| -4% | -$58.7K | 1.3% | 18 |
|
|
2015
Q1 | $1.62M | Sell |
12,998
-35,633
| -73% | -$4.43M | 1.35% | 17 |
|
|
2014
Q4 | $5.82M | Buy |
+48,631
| New | +$5.82M | 4.8% | 5 |
|