Chicago 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 | – | Sell |
-5,434
| Closed | -$1.12M | – | 37 |
|
|
2022
Q1 | $1.12M | Sell |
5,434
-300
| -5% | -$61.6K | 0.75% | 24 |
|
|
2021
Q4 | $1.28M | Sell |
5,734
-115
| -2% | -$25.6K | 0.86% | 21 |
|
|
2021
Q3 | $1.28M | Sell |
5,849
-614
| -10% | -$134K | 0.93% | 18 |
|
|
2021
Q2 | $1.48M | Sell |
6,463
-33,561
| -84% | -$7.7M | 1.07% | 19 |
|
|
2021
Q1 | $8.48M | Buy |
40,024
+310
| +0.8% | +$65.7K | 6.74% | 3 |
|
|
2020
Q4 | $7.79M | Buy |
39,714
+662
| +2% | +$130K | 7.21% | 5 |
|
|
2020
Q3 | $5.85M | Buy |
39,052
+1,162
| +3% | +$174K | 6.61% | 6 |
|
|
2020
Q2 | $5.43M | Buy |
+37,890
| New | +$5.43M | 6.63% | 6 |
|