HWG Holdings’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
Q1 | – | Hold |
0
| – | – | – | 117 |
|
|
2022
Q4 | – | Hold |
0
| – | – | – | 144 |
|
|
2022
Q3 | – | Hold |
0
| – | – | – | 147 |
|
|
2022
Q1 | – | Hold |
0
| – | – | – | 154 |
|
|
2021
Q4 | – | Hold |
0
| – | – | – | 134 |
|
|
2021
Q2 | $71K | Sell |
310
-2,730
| -90% | -$625K | 0.03% | 72 |
|
|
2021
Q1 | $672K | Buy |
3,040
+1,019
| +50% | +$225K | 0.33% | 34 |
|
|
2020
Q4 | $396K | Hold |
2,021
| – | – | 0.2% | 52 |
|
|
2020
Q3 | $303K | Hold |
2,021
| – | – | 0.27% | 48 |
|
|
2020
Q2 | $289K | Buy |
+2,021
| New | +$289K | 0.23% | 47 |
|