Investment House LLC’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-13,199
| Closed | -$2.18M | – | 177 |
|
|
2022
Q3 | $2.18M | Buy |
+13,199
| New | +$2.18M | 0.2% | 79 |
|
|
2022
Q1 | – | Sell |
-3,688
| Closed | -$820K | – | 177 |
|
|
2021
Q4 | $820K | Buy |
+3,688
| New | +$820K | 0.05% | 119 |
|
|
2020
Q3 | – | Sell |
-29,655
| Closed | -$4.25M | – | 209 |
|
|
2020
Q2 | $4.25M | Buy |
+29,655
| New | +$4.25M | 0.37% | 64 |
|