Foster & Motley’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 | |
---|---|---|---|---|---|---|---|---|
2022
Q2 | – | Sell |
-1,236
| Closed | -$254K | – | 365 |
|
2022
Q1 | $254K | Sell |
1,236
-18
| -1% | -$3.7K | 0.02% | 327 |
|
2021
Q4 | $279K | Hold |
1,254
| – | – | 0.02% | 312 |
|
2021
Q3 | $274K | Sell |
1,254
-20
| -2% | -$4.37K | 0.02% | 298 |
|
2021
Q2 | $292K | Buy |
1,274
+300
| +31% | +$68.8K | 0.02% | 282 |
|
2021
Q1 | $215K | Sell |
974
-50
| -5% | -$11K | 0.02% | 292 |
|
2020
Q4 | $201K | Buy |
+1,024
| New | +$201K | 0.02% | 285 |
|