Executive Wealth Group’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 |
-1,627
| Closed | -$288K | – | 48 |
|
|
2023
Q3 | $288K | Hold |
1,627
| – | – | 0.2% | 42 |
|
|
2023
Q2 | $305K | Buy |
1,627
+4
| +0.2% | +$749 | 0.21% | 42 |
|
|
2023
Q1 | $289K | Buy |
1,623
+6
| +0.4% | +$1.07K | 0.21% | 42 |
|
|
2022
Q4 | $282K | Buy |
1,617
+8
| +0.5% | +$1.4K | 0.22% | 40 |
|
|
2022
Q3 | $265K | Buy |
1,609
+8
| +0.5% | +$1.32K | 0.23% | 42 |
|
|
2022
Q2 | $271K | Buy |
1,601
+5
| +0.3% | +$847 | 0.21% | 42 |
|
|
2022
Q1 | $328K | Buy |
1,596
+3
| +0.2% | +$616 | 0.21% | 41 |
|
|
2021
Q4 | $354K | Buy |
1,593
+5
| +0.3% | +$1.11K | 0.22% | 41 |
|
|
2021
Q3 | $347K | Buy |
1,588
+5
| +0.3% | +$1.09K | 0.21% | 41 |
|
|
2021
Q2 | $363K | Buy |
1,583
+2
| +0.1% | +$459 | 0.21% | 39 |
|
|
2021
Q1 | $349K | Buy |
1,581
+3
| +0.2% | +$663 | 0.22% | 39 |
|
|
2020
Q4 | $309K | Buy |
1,578
+5
| +0.3% | +$980 | 0.21% | 39 |
|
|
2020
Q3 | $236K | Buy |
1,573
+6
| +0.4% | +$899 | 0.18% | 42 |
|
|
2020
Q2 | $224K | Buy |
+1,567
| New | +$224K | 0.18% | 41 |
|