Grand Wealth Management’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
Q2 | – | Sell |
-83
| Closed | -$14.8K | – | 77 |
|
|
2023
Q1 | $14.8K | Hold |
83
| – | – | 0.01% | 51 |
|
|
2022
Q4 | $14.5K | Hold |
83
| – | – | 0.01% | 51 |
|
|
2022
Q3 | $14K | Hold |
83
| – | – | 0.01% | 53 |
|
|
2022
Q2 | $14K | Sell |
83
-19
| -19% | -$3.21K | 0.01% | 54 |
|
|
2022
Q1 | $21K | Hold |
102
| – | – | 0.01% | 51 |
|
|
2021
Q4 | $23K | Buy |
+102
| New | +$23K | 0.01% | 50 |
|