IWAG
Integer Wealth Advisors Group’s iShares Russell 2000 ETF IWM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | $3.66M | Sell |
16,453
-3,930
| -19% | -$875K | 1.99% | 18 |
|
|
2020
Q4 | $4.17M | Sell |
20,383
-636
| -3% | -$130K | 2.75% | 11 |
|
|
2020
Q3 | $3.15M | Buy |
21,019
+382
| +2% | +$57.2K | 2.89% | 12 |
|
|
2020
Q2 | $2.87M | Buy |
20,637
+335
| +2% | +$46.6K | 2.94% | 12 |
|
|
2020
Q1 | $2.69M | Sell |
20,302
-888
| -4% | -$118K | 3.05% | 12 |
|
|
2019
Q4 | $3.49M | Buy |
+21,190
| New | +$3.49M | 3.46% | 10 |
|