Domani Wealth’s iShares Russell 2000 ETF IWM Stock Holding History

Domani Wealth’s Portfolio IWM Stock Details IWM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q1	$11.5M	Buy	64,568 +3,365	+5%	+$600K	2.67%	12
2022 Q4	$10.7M	Buy	61,203 +5,876	+11%	+$1.02M	2.67%	12
2022 Q3	$9.13M	Sell	55,327 -661	-1%	-$109K	2.67%	11
2022 Q2	$9.48M	Sell	55,988 -3,587	-6%	-$607K	2.59%	11
2022 Q1	$12.2M	Sell	59,575 -485	-0.8%	-$99.6K	2.65%	11
2021 Q4	$13.4M	Buy	60,060 +485	+0.8%	+$108K	2.62%	11
2021 Q3	$13M	Sell	59,575 -1,336	-2%	-$292K	2.73%	10
2021 Q2	$14M	Sell	60,911 -5,317	-8%	-$1.22M	2.82%	10
2021 Q1	$14.6M	Sell	66,228 -4,952	-7%	-$1.09M	2.82%	11
2020 Q4	$14M	Sell	71,180 -96,001	-57%	-$18.8M	2.84%	11
2020 Q3	$25M	Buy	167,181 +50,272	+43%	+$7.53M	5.5%	5
2020 Q2	$16.7M	Buy	116,909 +35,945	+44%	+$5.15M	3.91%	8
2020 Q1	$9.27M	Buy	80,964 +55,937	+224%	+$6.4M	2.48%	11
2019 Q4	$4.15M	Buy	25,027 +4,410	+21%	+$731K	1.37%	15
2019 Q3	$3.12M	Buy	20,617 +3,469	+20%	+$525K	1.13%	18
2019 Q2	$2.67M	Sell	17,148 -31	-0.2%	-$4.82K	0.99%	20
2019 Q1	$2.63M	Sell	17,179 -1,435	-8%	-$220K	1.06%	20
2018 Q4	$2.49M	Sell	18,614 -3,186	-15%	-$427K	1.16%	19
2018 Q3	$3.67M	Sell	21,800 -125	-0.6%	-$21.1K	1.58%	13
2018 Q2	$3.59M	Sell	21,925 -306	-1%	-$50.1K	1.65%	14
2018 Q1	$3.38M	Buy	22,231 +11,291	+103%	+$1.71M	1.44%	16
2017 Q4	$1.67M	Buy	10,940 +3,167	+41%	+$483K	0.73%	29
2017 Q3	$1.15M	Buy	7,773 +549	+8%	+$81.4K	0.5%	33
2017 Q2	$1.02M	Sell	7,224 -409	-5%	-$57.6K	0.42%	37
2017 Q1	$1.05M	Sell	7,633 -16,338	-68%	-$2.25M	0.43%	37
2016 Q4	$3.23M	Buy	23,971 +13,752	+135%	+$1.85M	1.3%	21
2016 Q3	$1.27M	Sell	10,219 -1,382	-12%	-$172K	0.48%	37
2016 Q2	$1.33M	Sell	11,601 -3,373	-23%	-$388K	0.52%	36
2016 Q1	$1.66M	Buy	14,974 +748	+5%	+$82.8K	0.63%	34
2015 Q4	$1.6M	Buy	14,226 +9,562	+205%	+$1.08M	0.63%	34
2015 Q3	$509K	Buy	4,664 +1,118	+32%	+$122K	0.28%	51
2015 Q2	$443K	Buy	3,546 +3,023	+578%	+$378K	0.24%	57
2015 Q1	$4.2K	Buy	+523	New	+$4.2K	0.06%	71