FIG
FundX Investment Group’s iShares Russell 2000 ETF IWM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-13,928
| Closed | -$1.3K | – | 39 |
|
|
2021
Q2 | $1.3K | Sell |
13,928
-58
| -0.4% | -$5 | 0.13% | 24 |
|
|
2021
Q1 | $3.09M | Buy |
+13,986
| New | +$3.09M | 1.74% | 14 |
|
|
2020
Q2 | – | Sell |
-13,200
| Closed | -$1.51M | – | 41 |
|
|
2020
Q1 | $1.51M | Buy |
13,200
+857
| +7% | +$98.1K | 0.56% | 22 |
|
|
2019
Q4 | $2.05M | Buy |
12,343
+1,321
| +12% | +$219K | 0.55% | 23 |
|
|
2019
Q3 | $1.67M | Hold |
11,022
| – | – | 0.59% | 18 |
|
|
2019
Q2 | $1.71M | Buy |
11,022
+5
| +0% | +$778 | 0.71% | 18 |
|
|
2019
Q1 | $1.69M | Sell |
11,017
-965
| -8% | -$148K | 0.57% | 23 |
|
|
2018
Q4 | $1.6M | Buy |
+11,982
| New | +$1.6M | 0.6% | 25 |
|
|
2017
Q2 | – | Sell |
-11,000
| Closed | -$1.51M | – | 49 |
|
|
2017
Q1 | $1.51M | Buy |
+11,000
| New | +$1.51M | 0.64% | 20 |
|
|
2016
Q4 | – | Sell |
-1,655
| Closed | -$206K | – | 48 |
|
|
2016
Q3 | $206K | Buy |
+1,655
| New | +$206K | 0.05% | 46 |
|
|
2014
Q1 | – | Sell |
-26,900
| Closed | -$3.1M | – | 23 |
|
|
2013
Q4 | $3.1M | Buy |
+26,900
| New | +$3.1M | 1.38% | 9 |
|