Gainplan’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-1,555
| Closed | -$327K | – | 71 |
|
|
2024
Q1 | $327K | Sell |
1,555
-230,031
| -99% | -$48.4M | 0.16% | 45 |
|
|
2023
Q4 | $46.5M | Buy |
+231,586
| New | +$46.5M | 24.4% | 2 |
|
|
2022
Q3 | – | Sell |
-2,325
| Closed | -$396K | – | 34 |
|
|
2022
Q2 | $396K | Sell |
2,325
-2,075
| -47% | -$353K | 0.26% | 26 |
|
|
2022
Q1 | $903K | Sell |
4,400
-684
| -13% | -$140K | 0.69% | 19 |
|
|
2021
Q4 | $1.13M | Sell |
5,084
-449
| -8% | -$99.9K | 0.49% | 20 |
|
|
2021
Q3 | $1.2M | Sell |
5,533
-1,021
| -16% | -$221K | 0.53% | 19 |
|
|
2021
Q2 | $1.49M | Buy |
6,554
+2,356
| +56% | +$536K | 0.59% | 17 |
|
|
2021
Q1 | $929K | Sell |
4,198
-4,494
| -52% | -$995K | 0.41% | 19 |
|
|
2020
Q4 | $1.7M | Buy |
+8,692
| New | +$1.7M | 0.89% | 15 |
|
|
2019
Q3 | – | Sell |
-300,000
| Closed | -$46.7M | – | 46 |
|
|
2019
Q2 | $46.7M | Buy |
+300,000
| New | +$46.7M | 28.19% | 2 |
|
|
2018
Q4 | – | Sell |
-70,760
| Closed | -$11.9M | – | 24 |
|
|
2018
Q3 | $11.9M | Sell |
70,760
-556,049
| -89% | -$93.7M | 6.46% | 4 |
|
|
2018
Q2 | $103M | Buy |
+626,809
| New | +$103M | 74.3% | 1 |
|