Colton Groome Financial Advisors’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
Q4 | – | Sell |
-1,121
| Closed | -$248K | – | 129 |
|
|
2024
Q3 | $248K | Buy |
+1,121
| New | +$248K | 0.09% | 116 |
|
|
2024
Q1 | – | Sell |
-1,032
| Closed | -$207K | – | 126 |
|
|
2023
Q4 | $207K | Buy |
+1,032
| New | +$207K | 0.09% | 118 |
|
|
2023
Q2 | – | Sell |
-1,190
| Closed | -$212K | – | 125 |
|
|
2023
Q1 | $212K | Sell |
1,190
-140
| -11% | -$25K | 0.1% | 118 |
|
|
2022
Q4 | $232K | Sell |
1,330
-660
| -33% | -$115K | 0.11% | 115 |
|
|
2022
Q3 | $328K | Sell |
1,990
-275
| -12% | -$45.3K | 0.17% | 75 |
|
|
2022
Q2 | $384K | Buy |
2,265
+790
| +54% | +$134K | 0.19% | 63 |
|
|
2022
Q1 | $303K | Sell |
1,475
-671
| -31% | -$138K | 0.14% | 81 |
|
|
2021
Q4 | $477K | Buy |
2,146
+231
| +12% | +$51.3K | 0.19% | 79 |
|
|
2021
Q3 | $419K | Sell |
1,915
-93
| -5% | -$20.3K | 0.18% | 75 |
|
|
2021
Q2 | $461K | Sell |
2,008
-64,035
| -97% | -$14.7M | 0.21% | 69 |
|
|
2021
Q1 | $14.6M | Buy |
66,043
+36,941
| +127% | +$8.16M | 8.15% | 2 |
|
|
2020
Q4 | $5.71M | Buy |
+29,102
| New | +$5.71M | 3.68% | 13 |
|