Investors Financial Group’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
Q1 | – | Sell |
-9,293
| Closed | -$2.07M | – | 95 |
|
|
2021
Q4 | $2.07M | Buy |
9,293
+425
| +5% | +$94.5K | 0.96% | 21 |
|
|
2021
Q3 | $1.94M | Buy |
8,868
+615
| +7% | +$135K | 1.03% | 21 |
|
|
2021
Q2 | $1.89M | Buy |
8,253
+620
| +8% | +$142K | 1.02% | 18 |
|
|
2021
Q1 | $1.69M | Buy |
7,633
+185
| +2% | +$40.9K | 0.99% | 22 |
|
|
2020
Q4 | $1.46M | Buy |
7,448
+1,223
| +20% | +$240K | 0.96% | 22 |
|
|
2020
Q3 | $932K | Sell |
6,225
-68
| -1% | -$10.2K | 0.7% | 37 |
|
|
2020
Q2 | $901K | Sell |
6,293
-15
| -0.2% | -$2.15K | 0.74% | 33 |
|
|
2020
Q1 | $722K | Sell |
6,308
-307
| -5% | -$35.1K | 0.73% | 35 |
|
|
2019
Q4 | $1.1M | Buy |
+6,615
| New | +$1.1M | 0.89% | 30 |
|