Great Lakes Retirement’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
Q3 | – | Sell |
-62
| Closed | -$12.6K | – | 440 |
|
|
2024
Q2 | $12.6K | Buy |
+62
| New | +$12.6K | ﹤0.01% | 458 |
|
|
2023
Q4 | – | Sell |
-7,662
| Closed | -$1.36M | – | 222 |
|
|
2023
Q3 | $1.36M | Sell |
7,662
-502
| -6% | -$89.1K | 0.25% | 82 |
|
|
2023
Q2 | $1.53M | Sell |
8,164
-247
| -3% | -$46.3K | 0.27% | 76 |
|
|
2023
Q1 | $1.5M | Buy |
+8,411
| New | +$1.5M | 0.28% | 70 |
|
|
2020
Q1 | $670K | Buy |
5,900
+363
| +7% | +$41.2K | 0.31% | 47 |
|
|
2019
Q4 | $918K | Buy |
+5,537
| New | +$918K | 0.28% | 75 |
|