ICA Group 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $131K | Sell |
647
-4,056
| -86% | -$823K | 0.08% | 146 |
|
|
2024
Q1 | $989K | Sell |
4,703
-572
| -11% | -$120K | 0.2% | 100 |
|
|
2023
Q4 | $1.06M | Buy |
5,275
+152
| +3% | +$30.5K | 0.24% | 83 |
|
|
2023
Q3 | $905K | Sell |
5,123
-839
| -14% | -$148K | 0.25% | 83 |
|
|
2023
Q2 | $1.12M | Buy |
5,962
+2,307
| +63% | +$432K | 0.28% | 72 |
|
|
2023
Q1 | $652K | Sell |
3,655
-3,684
| -50% | -$657K | 0.16% | 126 |
|
|
2022
Q4 | $1.28M | Sell |
7,339
-6,144
| -46% | -$1.07M | 0.3% | 83 |
|
|
2022
Q3 | $2.22M | Sell |
13,483
-337
| -2% | -$55.6K | 0.47% | 51 |
|
|
2022
Q2 | $2.69M | Sell |
13,820
-13,732
| -50% | -$2.67M | 0.5% | 46 |
|
|
2022
Q1 | $5.18M | Buy |
+27,552
| New | +$5.18M | 0.98% | 21 |
|