Emerson Wealth’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
Q2 | $16.1M | Sell |
122,314
-1,396
| -1% | -$183K | 10.52% | 3 |
|
|
2022
Q1 | $19.8M | Sell |
123,710
-4,338
| -3% | -$695K | 10.97% | 3 |
|
|
2021
Q4 | $22.3M | Buy |
128,048
+2,962
| +2% | +$515K | 11.61% | 3 |
|
|
2021
Q3 | $21.2M | Buy |
125,086
+1,973
| +2% | +$335K | 11.84% | 3 |
|
|
2021
Q2 | $21.9M | Buy |
123,113
+1,992
| +2% | +$355K | 12.08% | 3 |
|
|
2021
Q1 | $20.7M | Sell |
121,121
-17,446
| -13% | -$2.99M | 12.32% | 3 |
|
|
2020
Q4 | $21.8M | Sell |
138,567
-352
| -0.3% | -$55.4K | 12.89% | 3 |
|
|
2020
Q3 | $17M | Sell |
138,919
-4,379
| -3% | -$537K | 11.48% | 3 |
|
|
2020
Q2 | $16.7M | Sell |
143,298
-5,643
| -4% | -$658K | 11.82% | 3 |
|
|
2020
Q1 | $14M | Sell |
148,941
-86,304
| -37% | -$8.11M | 12.43% | 2 |
|
|
2019
Q4 | $34.6M | Buy |
235,245
+8,219
| +4% | +$1.21M | 23.31% | 2 |
|
|
2019
Q3 | $30.4M | Buy |
227,026
+7,696
| +4% | +$1.03M | 22.43% | 2 |
|
|
2019
Q2 | $30.2M | Buy |
219,330
+39,580
| +22% | +$5.44M | 22.21% | 2 |
|
|
2019
Q1 | $27.5M | Buy |
179,750
+48,980
| +37% | +$7.5M | 21.01% | 2 |
|
|
2018
Q4 | $17.5M | Buy |
+130,770
| New | +$17.5M | 16.89% | 2 |
|