Financial Sense Advisors’s iShares Russell 2000 ETF IWM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q1
Sell
-62
Closed -$12.4K 126
2023
Q4
$12.4K Buy
+62
New +$11.1K ﹤0.01% 112
2021
Q3
Sell
-1,090
Closed -$250K 112
2021
Q2
$250K Sell
1,090
-955
-47% -$215K 0.08% 101
2021
Q1
$452K Buy
+2,045
New +$446K 0.16% 80
2018
Q2
Sell
-6,112
Closed -$928K 70
2018
Q1
$928K Sell
6,112
-2,077
-25% -$321K 0.45% 36
2017
Q4
$1.25M Buy
8,189
+2,289
+39% +$344K 0.58% 30
2017
Q3
$874K Buy
5,900
+3,336
+130% +$469K 0.45% 34
2017
Q2
$361K Sell
2,564
-491
-16% -$68K 0.19% 58
2017
Q1
$420K Sell
3,055
-350
-10% -$47.8K 0.25% 45
2016
Q4
$459K Buy
3,405
+25
+0.7% +$3.19K 0.29% 51
2016
Q3
$420K Buy
+3,380
New +$411K 0.27% 50
2016
Q1
Sell
-4,767
Closed -$537K 96
2015
Q4
$537K Buy
+4,767
New +$550K 0.25% 61
2015
Q2
Sell
-2,214
Closed -$275K 118
2015
Q1
$275K Hold
2,214
0.12% 93
2014
Q4
$265K Buy
+2,214
New +$253K 0.11% 98
2013
Q4
Sell
-2,208
Closed -$235K 130
2013
Q3
$235K Buy
+2,208
New +$228K 0.1% 106

Other funds holding IWM