Financial Enhancement 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
Q1 | – | Sell |
-36,871
| Closed | -$7.11M | – | 124 |
|
|
2022
Q4 | $7.11M | Buy |
36,871
+11,865
| +47% | +$2.29M | 1.36% | 27 |
|
|
2022
Q3 | $4.12M | Buy |
+25,006
| New | +$4.12M | 0.95% | 27 |
|
|
2021
Q4 | – | Sell |
-35
| Closed | -$8K | – | 288 |
|
|
2021
Q3 | $8K | Sell |
35
-46
| -57% | -$10.5K | ﹤0.01% | 207 |
|
|
2021
Q2 | $19K | Buy |
+81
| New | +$19K | ﹤0.01% | 164 |
|