Doyle 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $482K | Buy |
2,920
+1
| +0% | +$165 | 0.04% | 131 |
|
|
2022
Q2 | $494K | Buy |
2,919
+1
| +0% | +$169 | 0.04% | 134 |
|
|
2022
Q1 | $599K | Buy |
2,918
+680
| +30% | +$140K | 0.04% | 140 |
|
|
2021
Q4 | $498K | Buy |
2,238
+165
| +8% | +$36.7K | 0.04% | 143 |
|
|
2021
Q3 | $453K | Buy |
2,073
+32
| +2% | +$6.99K | 0.04% | 147 |
|
|
2021
Q2 | $468K | Buy |
2,041
+35
| +2% | +$8.03K | 0.04% | 143 |
|
|
2021
Q1 | $443K | Buy |
2,006
+1
| +0% | +$221 | 0.04% | 146 |
|
|
2020
Q4 | $393K | Sell |
2,005
-35
| -2% | -$6.86K | 0.04% | 150 |
|
|
2020
Q3 | $306K | Buy |
2,040
+1
| +0% | +$150 | 0.04% | 149 |
|
|
2020
Q2 | $292K | Sell |
2,039
-1,490
| -42% | -$213K | 0.04% | 146 |
|
|
2020
Q1 | $404K | Sell |
3,529
-527
| -13% | -$60.3K | 0.06% | 117 |
|
|
2019
Q4 | $672K | Sell |
4,056
-630
| -13% | -$104K | 0.08% | 104 |
|
|
2019
Q3 | $709K | Buy |
4,686
+2
| +0% | +$303 | 0.1% | 96 |
|
|
2019
Q2 | $728K | Buy |
4,684
+3
| +0.1% | +$466 | 0.1% | 89 |
|
|
2019
Q1 | $733K | Buy |
4,681
+597
| +15% | +$93.5K | 0.11% | 88 |
|
|
2018
Q4 | $547K | Buy |
4,084
+85
| +2% | +$11.4K | 0.09% | 94 |
|
|
2018
Q3 | $674K | Hold |
3,999
| – | – | 0.1% | 89 |
|
|
2018
Q2 | $655K | Buy |
3,999
+2,102
| +111% | +$344K | 0.11% | 92 |
|
|
2018
Q1 | $288K | Sell |
1,897
-63
| -3% | -$9.57K | 0.05% | 134 |
|
|
2017
Q4 | $299K | Buy |
1,960
+25
| +1% | +$3.81K | 0.05% | 135 |
|
|
2017
Q3 | $287K | Buy |
1,935
+27
| +1% | +$4.01K | 0.05% | 122 |
|
|
2017
Q2 | $269K | Sell |
1,908
-559
| -23% | -$78.8K | 0.05% | 118 |
|
|
2017
Q1 | $339K | Buy |
+2,467
| New | +$339K | 0.07% | 103 |
|