CFD
Creative Financial Designs’s iShares Russell 2000 ETF IWM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $132K | Sell |
612
-252
| -29% | -$54.4K | 0.01% | 599 |
|
|
2025
Q1 | $172K | Sell |
864
-7
| -0.8% | -$1.4K | 0.01% | 485 |
|
|
2024
Q4 | $192K | Buy |
871
+536
| +160% | +$118K | 0.02% | 447 |
|
|
2024
Q3 | $73.9K | Buy |
335
+14
| +4% | +$3.09K | 0.01% | 665 |
|
|
2024
Q2 | $65.1K | Sell |
321
-9
| -3% | -$1.82K | 0.01% | 681 |
|
|
2024
Q1 | $69.4K | Buy |
330
+17
| +5% | +$3.57K | 0.01% | 645 |
|
|
2023
Q4 | $62.9K | Sell |
313
-228
| -42% | -$45.8K | 0.01% | 620 |
|
|
2023
Q3 | $95.6K | Sell |
541
-84
| -13% | -$14.8K | 0.01% | 498 |
|
|
2023
Q2 | $117K | Buy |
625
+115
| +23% | +$21.5K | 0.01% | 447 |
|
|
2023
Q1 | $91K | Sell |
510
-48
| -9% | -$8.56K | 0.01% | 478 |
|
|
2022
Q4 | $97.3K | Buy |
558
+1
| +0.2% | +$174 | 0.01% | 456 |
|
|
2022
Q3 | $92K | Buy |
557
+100
| +22% | +$16.5K | 0.02% | 446 |
|
|
2022
Q2 | $77K | Sell |
457
-243
| -35% | -$40.9K | 0.01% | 477 |
|
|
2022
Q1 | $144K | Buy |
700
+1
| +0.1% | +$206 | 0.02% | 371 |
|
|
2021
Q4 | $156K | Sell |
699
-105
| -13% | -$23.4K | 0.02% | 352 |
|
|
2021
Q3 | $176K | Sell |
804
-293
| -27% | -$64.1K | 0.03% | 327 |
|
|
2021
Q2 | $252K | Buy |
1,097
+134
| +14% | +$30.8K | 0.04% | 262 |
|
|
2021
Q1 | $213K | Sell |
963
-757
| -44% | -$167K | 0.04% | 263 |
|
|
2020
Q4 | $337K | Buy |
1,720
+1,312
| +322% | +$257K | 0.07% | 200 |
|
|
2020
Q3 | $61K | Sell |
408
-562
| -58% | -$84K | 0.02% | 427 |
|
|
2020
Q2 | $139K | Buy |
970
+795
| +454% | +$114K | 0.04% | 241 |
|
|
2020
Q1 | $20K | Sell |
175
-1,428
| -89% | -$163K | 0.01% | 300 |
|
|
2019
Q4 | $266K | Buy |
1,603
+20
| +1% | +$3.32K | 0.12% | 131 |
|
|
2019
Q3 | $233K | Buy |
1,583
+19
| +1% | +$2.8K | 0.13% | 130 |
|
|
2019
Q2 | $243K | Sell |
1,564
-32
| -2% | -$4.97K | 0.13% | 123 |
|
|
2019
Q1 | $244K | Sell |
1,596
-174
| -10% | -$26.6K | 0.15% | 107 |
|
|
2018
Q4 | $237K | Sell |
1,770
-282
| -14% | -$37.8K | 0.17% | 99 |
|
|
2018
Q3 | $346K | Buy |
2,052
+53
| +3% | +$8.94K | 0.2% | 89 |
|
|
2018
Q2 | $327K | Sell |
1,999
-21
| -1% | -$3.44K | 0.19% | 99 |
|
|
2018
Q1 | $307K | Buy |
2,020
+247
| +14% | +$37.5K | 0.2% | 94 |
|
|
2017
Q4 | $270K | Sell |
1,773
-361
| -17% | -$55K | 0.18% | 94 |
|
|
2017
Q3 | $316K | Buy |
2,134
+1,576
| +282% | +$233K | 0.18% | 107 |
|
|
2017
Q2 | $79K | Sell |
558
-643
| -54% | -$91K | 0.05% | 197 |
|
|
2017
Q1 | $165K | Sell |
1,201
-1,585
| -57% | -$218K | 0.12% | 142 |
|
|
2016
Q4 | $376K | Buy |
+2,786
| New | +$376K | 0.31% | 77 |
|