Jackson Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-3,384
| Closed | -$748K | – | 130 |
|
|
2021
Q1 | $748K | Buy |
3,384
+691
| +26% | +$153K | 0.11% | 100 |
|
|
2020
Q4 | $528K | Sell |
2,693
-231
| -8% | -$45.3K | 0.07% | 112 |
|
|
2020
Q3 | $438K | Buy |
2,924
+33
| +1% | +$4.94K | 0.07% | 111 |
|
|
2020
Q2 | $414K | Buy |
+2,891
| New | +$414K | 0.07% | 112 |
|
|
2020
Q1 | – | Sell |
-3,839
| Closed | -$630K | – | 128 |
|
|
2019
Q4 | $630K | Buy |
+3,839
| New | +$630K | 0.1% | 130 |
|
|
2016
Q4 | – | Sell |
-11,038
| Closed | -$1.34M | – | 71 |
|
|
2016
Q3 | $1.34M | Sell |
11,038
-5,240
| -32% | -$634K | 0.51% | 46 |
|
|
2016
Q2 | $1.87M | Buy |
+16,278
| New | +$1.87M | 0.7% | 32 |
|
|
2016
Q1 | – | Sell |
-27,998
| Closed | -$2.9M | – | 67 |
|
|
2015
Q4 | $2.9M | Buy |
+27,998
| New | +$2.9M | 1.15% | 22 |
|
|
2015
Q2 | – | Sell |
-32,163
| Closed | -$4M | – | 110 |
|
|
2015
Q1 | $4M | Buy |
32,163
+2,160
| +7% | +$269K | 1.29% | 20 |
|
|
2014
Q4 | $3.59M | Buy |
+30,003
| New | +$3.59M | 1.17% | 23 |
|