Fullen Financial 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 | $548K | Buy |
3,129
+11
| +0.4% | +$1.93K | 0.3% | 45 |
|
|
2022
Q4 | $597K | Sell |
3,118
-200
| -6% | -$38.3K | 0.34% | 42 |
|
|
2022
Q3 | $608K | Buy |
3,318
+46
| +1% | +$8.43K | 0.39% | 39 |
|
|
2022
Q2 | $554K | Buy |
3,272
+9
| +0.3% | +$1.52K | 0.36% | 41 |
|
|
2022
Q1 | $670K | Buy |
3,263
+6
| +0.2% | +$1.23K | 0.39% | 40 |
|
|
2021
Q4 | $724K | Sell |
3,257
-221
| -6% | -$49.1K | 0.4% | 38 |
|
|
2021
Q3 | $759K | Sell |
3,478
-80
| -2% | -$17.5K | 0.43% | 37 |
|
|
2021
Q2 | $816K | Sell |
3,558
-67
| -2% | -$15.4K | 0.48% | 35 |
|
|
2021
Q1 | $801K | Buy |
3,625
+9
| +0.2% | +$1.99K | 0.51% | 35 |
|
|
2020
Q4 | $709K | Sell |
3,616
-22
| -0.6% | -$4.31K | 0.48% | 36 |
|
|
2020
Q3 | $545K | Hold |
3,638
| – | – | 0.42% | 40 |
|
|
2020
Q2 | $521K | Buy |
+3,638
| New | +$521K | 0.43% | 39 |
|