Enzi 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-2,453
| Closed | -$418K | – | 59 |
|
|
2023
Q3 | $418K | Sell |
2,453
-55
| -2% | -$9.37K | 0.22% | 34 |
|
|
2023
Q2 | $485K | Buy |
2,508
+507
| +25% | +$98.1K | 0.25% | 33 |
|
|
2023
Q1 | $358K | Sell |
2,001
-764
| -28% | -$137K | 0.18% | 46 |
|
|
2022
Q4 | $517K | Sell |
2,765
-180
| -6% | -$33.6K | 0.25% | 41 |
|
|
2022
Q3 | $550K | Buy |
+2,945
| New | +$550K | 0.27% | 40 |
|