Financial Insights’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-1,423
| Closed | -$314K | – | 126 |
|
|
2024
Q3 | $314K | Sell |
1,423
-636
| -31% | -$140K | 0.1% | 109 |
|
|
2024
Q2 | $418K | Hold |
2,059
| – | – | 0.12% | 110 |
|
|
2024
Q1 | $433K | Sell |
2,059
-51
| -2% | -$10.7K | 0.12% | 115 |
|
|
2023
Q4 | $423K | Sell |
2,110
-55
| -3% | -$11K | 0.13% | 106 |
|
|
2023
Q3 | $356K | Sell |
2,165
-44
| -2% | -$7.24K | 0.13% | 109 |
|
|
2023
Q2 | $414K | Sell |
2,209
-20
| -0.9% | -$3.75K | 0.15% | 110 |
|
|
2023
Q1 | $398K | Buy |
2,229
+213
| +11% | +$38K | 0.16% | 109 |
|
|
2022
Q4 | $352K | Buy |
+2,016
| New | +$352K | 0.17% | 105 |
|
|
2021
Q3 | – | Sell |
-229
| Closed | -$525K | – | 153 |
|
|
2021
Q2 | $525K | Buy |
+229
| New | +$525K | 0.04% | 153 |
|