Hoover Financial Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | $1.26M | Buy |
5,513
+81
| +1% | +$18.6K | 0.23% | 46 |
|
|
2021
Q1 | $1.19M | Buy |
5,432
+3
| +0.1% | +$657 | 0.22% | 44 |
|
|
2020
Q4 | $1.16M | Sell |
5,429
-527
| -9% | -$113K | 0.29% | 33 |
|
|
2020
Q3 | $892K | Sell |
5,956
-1,119
| -16% | -$168K | 0.29% | 33 |
|
|
2020
Q2 | $1.01M | Buy |
7,075
+33
| +0.5% | +$4.73K | 0.39% | 29 |
|
|
2020
Q1 | $806K | Buy |
7,042
+4,012
| +132% | +$459K | 0.45% | 27 |
|
|
2019
Q4 | $502K | Sell |
3,030
-487
| -14% | -$80.7K | 0.25% | 49 |
|
|
2019
Q3 | $532K | Buy |
3,517
+138
| +4% | +$20.9K | 0.47% | 30 |
|
|
2019
Q2 | $525K | Sell |
3,379
-306
| -8% | -$47.5K | 0.48% | 26 |
|
|
2019
Q1 | $564K | Sell |
3,685
-20
| -0.5% | -$3.06K | 0.54% | 23 |
|
|
2018
Q4 | $496K | Buy |
+3,705
| New | +$496K | 0.55% | 27 |
|