Elmwood 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
Q1 | – | Sell |
-425
| Closed | -$95K | – | 210 |
|
|
2021
Q4 | $95K | Buy |
+425
| New | +$95K | 0.05% | 152 |
|
|
2021
Q2 | $97K | Hold |
425
| – | – | 0.05% | 142 |
|
|
2021
Q1 | $94K | Buy |
+425
| New | +$94K | 0.06% | 134 |
|
|
2020
Q3 | $61K | Hold |
425
| – | – | 0.05% | 121 |
|
|
2020
Q2 | $61K | Hold |
425
| – | – | 0.05% | 121 |
|
|
2020
Q1 | $64.5K | Buy |
+425
| New | +$64.5K | 0.06% | 115 |
|
|
2019
Q4 | – | Sell |
-466
| Closed | -$71K | – | 168 |
|
|
2019
Q3 | $71K | Hold |
466
| – | – | 0.07% | 104 |
|
|
2019
Q2 | $72K | Sell |
466
-40
| -8% | -$6.18K | 0.06% | 115 |
|
|
2019
Q1 | $77K | Buy |
506
+40
| +9% | +$6.09K | 0.07% | 108 |
|
|
2018
Q4 | $62K | Buy |
466
+41
| +10% | +$5.46K | 0.06% | 120 |
|
|
2018
Q3 | $71.6K | Hold |
425
| – | – | 0.06% | 122 |
|
|
2018
Q2 | $69.6K | Hold |
425
| – | – | 0.06% | 117 |
|
|
2018
Q1 | $64.5K | Buy |
+425
| New | +$64.5K | 0.06% | 115 |
|