Curi 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-2,361
| Closed | -$474K | – | 69 |
|
|
2023
Q4 | $474K | Buy |
2,361
+693
| +42% | +$139K | 0.07% | 91 |
|
|
2023
Q3 | $295K | Sell |
1,668
-27
| -2% | -$4.77K | 0.05% | 115 |
|
|
2023
Q2 | $317K | Buy |
1,695
+470
| +38% | +$88K | 0.04% | 122 |
|
|
2023
Q1 | $218K | Sell |
1,225
-94
| -7% | -$16.8K | 0.03% | 151 |
|
|
2022
Q4 | $230K | Buy |
1,319
+101
| +8% | +$17.6K | 0.03% | 168 |
|
|
2022
Q3 | $201K | Buy |
1,218
+1,175
| +2,733% | +$194K | 0.03% | 175 |
|
|
2022
Q2 | $7K | Hold |
43
| – | – | ﹤0.01% | 421 |
|
|
2022
Q1 | $8K | Hold |
43
| – | – | ﹤0.01% | 379 |
|
|
2021
Q4 | $9K | Buy |
+43
| New | +$9K | ﹤0.01% | 329 |
|