Connectus Wealth’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
Q1 | $1.99M | Sell |
9,444
-2,972
| -24% | -$625K | 0.05% | 183 |
|
|
2023
Q4 | $2.49M | Buy |
12,416
+5,574
| +81% | +$1.12M | 0.05% | 228 |
|
|
2023
Q3 | $1.21M | Sell |
6,842
-1,091
| -14% | -$193K | 0.03% | 298 |
|
|
2023
Q2 | $1.49M | Sell |
7,933
-8,185
| -51% | -$1.53M | 0.03% | 248 |
|
|
2023
Q1 | $2.88M | Buy |
16,118
+20
| +0.1% | +$3.57K | 0.07% | 192 |
|
|
2022
Q4 | $2.81M | Sell |
16,098
-13,843
| -46% | -$2.41M | 0.07% | 179 |
|
|
2022
Q3 | $4.94M | Sell |
29,941
-1,559
| -5% | -$257K | 0.1% | 184 |
|
|
2022
Q2 | $5.34M | Buy |
31,500
+15,537
| +97% | +$2.63M | 0.12% | 145 |
|
|
2022
Q1 | $3.55M | Buy |
+15,963
| New | +$3.55M | 0.11% | 124 |
|