Freedman Financial Associates’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 |
-2,251
| Closed | -$468K | – | 224 |
|
|
2022
Q1 | $468K | Buy |
2,251
+380
| +20% | +$79K | 0.32% | 39 |
|
|
2021
Q4 | $416K | Hold |
1,871
| – | – | 0.28% | 40 |
|
|
2021
Q3 | $409K | Buy |
1,871
+1,000
| +115% | +$219K | 0.3% | 39 |
|
|
2021
Q2 | $200K | Buy |
871
+350
| +67% | +$80.4K | 0.15% | 67 |
|
|
2021
Q1 | $115K | Hold |
521
| – | – | 0.1% | 95 |
|
|
2020
Q4 | $102K | Buy |
+521
| New | +$102K | 0.09% | 94 |
|