Chartwell Investment Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $212K | Buy |
+961
| New | +$212K | 0.01% | 412 |
|
|
2024
Q2 | – | Sell |
-961
| Closed | -$202K | – | 428 |
|
|
2024
Q1 | $202K | Buy |
+961
| New | +$202K | 0.01% | 408 |
|
|
2022
Q1 | – | Sell |
-961
| Closed | -$214K | – | 431 |
|
|
2021
Q4 | $214K | Hold |
961
| – | – | 0.01% | 422 |
|
|
2021
Q3 | $210K | Hold |
961
| – | – | 0.01% | 426 |
|
|
2021
Q2 | $220K | Hold |
961
| – | – | 0.01% | 423 |
|
|
2021
Q1 | $212K | Buy |
+961
| New | +$212K | 0.01% | 415 |
|