IDA
Intelligence Driven Advisers’s iShares Russell 2000 ETF IWM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-2,601
| Closed | -$575K | – | 114 |
|
|
2024
Q3 | $575K | Buy |
2,601
+238
| +10% | +$52.6K | 0.08% | 64 |
|
|
2024
Q2 | $479K | Buy |
+2,363
| New | +$479K | 0.07% | 66 |
|
|
2021
Q4 | – | Sell |
-927
| Closed | -$205K | – | 94 |
|
|
2021
Q3 | $205K | Buy |
+927
| New | +$205K | 0.05% | 76 |
|
|
2019
Q3 | – | Sell |
-5,652
| Closed | -$879K | – | 100 |
|
|
2019
Q2 | $879K | Buy |
+5,652
| New | +$879K | 0.42% | 39 |
|