CYG
Clean Yield Group’s iShares Russell 2000 ETF IWM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $108K | Hold |
500
| – | – | 0.03% | 164 |
|
|
2025
Q1 | $99.7K | Hold |
500
| – | – | 0.03% | 167 |
|
|
2024
Q4 | $110K | Hold |
500
| – | – | 0.04% | 167 |
|
|
2024
Q3 | $110K | Sell |
500
-128
| -20% | -$28.3K | 0.04% | 170 |
|
|
2024
Q2 | $127K | Buy |
628
+128
| +26% | +$26K | 0.05% | 151 |
|
|
2024
Q1 | $105K | Hold |
500
| – | – | 0.04% | 173 |
|
|
2023
Q4 | $100K | Hold |
500
| – | – | 0.04% | 173 |
|
|
2023
Q3 | $87.8K | Hold |
500
| – | – | 0.04% | 180 |
|
|
2023
Q2 | $93.6K | Sell |
500
-100
| -17% | -$18.7K | 0.04% | 182 |
|
|
2023
Q1 | $107K | Hold |
600
| – | – | 0.05% | 172 |
|
|
2022
Q4 | $105K | Hold |
600
| – | – | 0.04% | 174 |
|
|
2022
Q3 | $99K | Hold |
600
| – | – | 0.05% | 174 |
|
|
2022
Q2 | $102K | Hold |
600
| – | – | 0.04% | 180 |
|
|
2022
Q1 | $123K | Sell |
600
-125
| -17% | -$25.6K | 0.04% | 185 |
|
|
2021
Q4 | $161K | Hold |
725
| – | – | 0.05% | 170 |
|
|
2021
Q3 | $159K | Hold |
725
| – | – | 0.05% | 171 |
|
|
2021
Q2 | $166K | Buy |
+725
| New | +$166K | 0.06% | 156 |
|
|
2021
Q1 | – | Sell |
-725
| Closed | -$142K | – | 263 |
|
|
2020
Q4 | $142K | Hold |
725
| – | – | 0.05% | 163 |
|
|
2020
Q3 | $109K | Buy |
725
+50
| +7% | +$7.52K | 0.04% | 161 |
|
|
2020
Q2 | $97K | Hold |
675
| – | – | 0.04% | 164 |
|
|
2020
Q1 | $77K | Sell |
675
-201
| -23% | -$22.9K | 0.04% | 165 |
|
|
2019
Q4 | $145K | Buy |
876
+201
| +30% | +$33.3K | 0.05% | 162 |
|
|
2019
Q3 | $102K | Sell |
675
-100
| -13% | -$15.1K | 0.03% | 171 |
|
|
2019
Q2 | $121K | Hold |
775
| – | – | 0.04% | 159 |
|
|
2019
Q1 | $119K | Sell |
775
-300
| -28% | -$46.1K | 0.05% | 151 |
|
|
2018
Q4 | $144K | Buy |
+1,075
| New | +$144K | 0.06% | 138 |
|