IWM
IHT Wealth Management’s iShares MSCI Europe Small-Cap ETF IEUS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-4,307
| Closed | -$244K | – | 1049 |
|
|
2024
Q1 | $244K | Sell |
4,307
-194
| -4% | -$11K | 0.01% | 877 |
|
|
2023
Q4 | $253K | Sell |
4,501
-475
| -10% | -$26.7K | 0.01% | 832 |
|
|
2023
Q3 | $246K | Sell |
4,976
-523
| -10% | -$25.9K | 0.01% | 808 |
|
|
2023
Q2 | $290K | Sell |
5,499
-745
| -12% | -$39.3K | 0.02% | 740 |
|
|
2023
Q1 | $333K | Hold |
6,244
| – | – | 0.02% | 659 |
|
|
2022
Q4 | $308K | Sell |
6,244
-832
| -12% | -$41.1K | 0.02% | 651 |
|
|
2022
Q3 | $289K | Sell |
7,076
-1,471
| -17% | -$60.1K | 0.02% | 638 |
|
|
2022
Q2 | $415K | Buy |
8,547
+1
| +0% | +$49 | 0.04% | 436 |
|
|
2022
Q1 | $522K | Buy |
8,546
+7
| +0.1% | +$428 | 0.04% | 401 |
|
|
2021
Q4 | $594K | Hold |
8,539
| – | – | 0.04% | 387 |
|
|
2021
Q3 | $591K | Sell |
8,539
-789
| -8% | -$54.6K | 0.05% | 373 |
|
|
2021
Q2 | $648K | Buy |
9,328
+499
| +6% | +$34.7K | 0.04% | 441 |
|
|
2021
Q1 | $581K | Sell |
8,829
-775
| -8% | -$51K | 0.04% | 408 |
|
|
2020
Q4 | $596K | Sell |
9,604
-1,527
| -14% | -$94.8K | 0.05% | 353 |
|
|
2020
Q3 | $574K | Sell |
11,131
-1,040
| -9% | -$53.6K | 0.06% | 319 |
|
|
2020
Q2 | $572K | Sell |
12,171
-2,619
| -18% | -$123K | 0.08% | 263 |
|
|
2020
Q1 | $567K | Sell |
14,790
-6,774
| -31% | -$260K | 0.08% | 265 |
|
|
2019
Q4 | $1.2M | Sell |
21,564
-2,317
| -10% | -$129K | 0.14% | 163 |
|
|
2019
Q3 | $1.16M | Sell |
23,881
-36,210
| -60% | -$1.76M | 0.16% | 150 |
|
|
2019
Q2 | $3.02M | Buy |
60,091
+2,908
| +5% | +$146K | 0.44% | 47 |
|
|
2019
Q1 | $2.89M | Buy |
57,183
+7,015
| +14% | +$354K | 0.48% | 44 |
|
|
2018
Q4 | $2.25M | Sell |
50,168
-8,737
| -15% | -$393K | 0.43% | 54 |
|
|
2018
Q3 | $3.26M | Buy |
58,905
+10,910
| +23% | +$605K | 0.71% | 27 |
|
|
2018
Q2 | $2.7M | Buy |
47,995
+3,158
| +7% | +$178K | 0.69% | 29 |
|
|
2018
Q1 | $2.58M | Buy |
44,837
+8,279
| +23% | +$475K | 0.69% | 22 |
|
|
2017
Q4 | $2.17M | Buy |
36,558
+4,173
| +13% | +$248K | 0.58% | 26 |
|
|
2017
Q3 | $1.81M | Buy |
32,385
+32,350
| +92,429% | +$1.81M | 0.77% | 17 |
|
|
2017
Q2 | $11 | Hold |
35
| – | – | 0.01% | 946 |
|
|
2017
Q1 | $1K | Sell |
35
-3,454
| -99% | -$98.7K | ﹤0.01% | 1170 |
|
|
2016
Q4 | $153K | Buy |
+3,489
| New | +$153K | 0.12% | 202 |
|