CMH 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-3,470
| Closed | -$680K | – | 48 |
|
|
2020
Q4 | $680K | Hold |
3,470
| – | – | 0.25% | 47 |
|
|
2020
Q3 | $520K | Hold |
3,470
| – | – | 0.22% | 45 |
|
|
2020
Q2 | $497K | Buy |
+3,470
| New | +$497K | 0.24% | 48 |
|
|
2017
Q1 | – | Sell |
-2,135
| Closed | -$288K | – | 51 |
|
|
2016
Q4 | $288K | Buy |
+2,135
| New | +$288K | 0.25% | 47 |
|