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Colonial River Investments’s iShares Russell 2000 ETF IWM Stock Holding History

Colonial River Investments’s Portfolio IWM Stock Details IWM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-1,433
Closed -$294K – 210
2022
Q1 		$294K Buy
1,433
+1
+0.1% +$204 0.17% 150
2021
Q4 		$319K Buy
+1,432
New +$324K 0.17% 147
2021
Q3 		– Sell
-1,430
Closed -$328K – 122
2021
Q2 		$328K Sell
1,430
-103
-7% -$23.2K 0.23% 108
2021
Q1 		$339K Buy
1,533
+58
+4% +$12.7K 0.27% 97
2020
Q4 		$336 Buy
+1,475
New +$258K 0.15% 95

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