GR 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-1,053
| Closed | -$222K | – | 19 |
|
|
2024
Q1 | $222K | Sell |
1,053
-1,157
| -52% | -$243K | 0.05% | 18 |
|
|
2023
Q4 | $444K | Sell |
2,210
-207,114
| -99% | -$41.6M | 0.16% | 7 |
|
|
2023
Q3 | $37M | Buy |
209,324
+3,478
| +2% | +$615K | 10.34% | 3 |
|
|
2023
Q2 | $38.5M | Buy |
205,846
+2,214
| +1% | +$415K | 11.98% | 4 |
|
|
2023
Q1 | $36.3M | Buy |
203,632
+988
| +0.5% | +$176K | 12.94% | 3 |
|
|
2022
Q4 | $35.3M | Buy |
+202,644
| New | +$35.3M | 11.86% | 4 |
|