JWM
Janiczek Wealth Management’s iShares Russell 2000 ETF IWM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $140K | Buy |
689
+258
| +60% | +$52.4K | 0.03% | 236 |
|
|
2024
Q1 | $90.6K | Sell |
431
-35
| -8% | -$7.36K | 0.02% | 311 |
|
|
2023
Q4 | $93.6K | Hold |
466
| – | – | 0.02% | 277 |
|
|
2023
Q3 | $82.8K | Sell |
466
-46
| -9% | -$8.17K | 0.02% | 282 |
|
|
2023
Q2 | $95.9K | Sell |
512
-30
| -6% | -$5.62K | 0.03% | 226 |
|
|
2023
Q1 | $95.7K | Sell |
542
-110
| -17% | -$19.4K | 0.03% | 225 |
|
|
2022
Q4 | $121K | Sell |
652
-73
| -10% | -$13.6K | 0.03% | 194 |
|
|
2022
Q3 | $122K | Sell |
725
-25
| -3% | -$4.21K | 0.04% | 166 |
|
|
2022
Q2 | $140K | Hold |
750
| – | – | 0.04% | 149 |
|
|
2022
Q1 | $154K | Hold |
750
| – | – | 0.04% | 151 |
|
|
2021
Q4 | $167K | Sell |
750
-20
| -3% | -$4.45K | 0.05% | 125 |
|
|
2021
Q3 | $168K | Sell |
770
-5
| -0.6% | -$1.09K | 0.06% | 115 |
|
|
2021
Q2 | $178K | Buy |
775
+148
| +24% | +$34K | 0.06% | 93 |
|
|
2021
Q1 | $138K | Hold |
627
| – | – | 0.06% | 106 |
|
|
2020
Q4 | $123K | Hold |
627
| – | – | 0.06% | 92 |
|
|
2020
Q3 | $94K | Hold |
627
| – | – | 0.05% | 66 |
|
|
2020
Q2 | $90K | Sell |
627
-2,697
| -81% | -$387K | 0.05% | 59 |
|
|
2020
Q1 | $380K | Sell |
3,324
-38,954
| -92% | -$4.45M | 0.21% | 27 |
|
|
2019
Q4 | $7M | Sell |
42,278
-273
| -0.6% | -$45.2K | 3.15% | 10 |
|
|
2019
Q3 | $6.44M | Sell |
42,551
-45,269
| -52% | -$6.85M | 2.93% | 10 |
|
|
2019
Q2 | $13.7M | Sell |
87,820
-2,670
| -3% | -$415K | 6.38% | 5 |
|
|
2019
Q1 | $13.9M | Sell |
90,490
-1,033
| -1% | -$158K | 6.54% | 5 |
|
|
2018
Q4 | $12.3M | Sell |
91,523
-3,316
| -3% | -$444K | 6.22% | 4 |
|
|
2018
Q3 | $16M | Sell |
94,839
-1,655
| -2% | -$279K | 8.36% | 4 |
|
|
2018
Q2 | $15.8M | Sell |
96,494
-379
| -0.4% | -$62.1K | 8.34% | 4 |
|
|
2018
Q1 | $14.7M | Sell |
96,873
-38,042
| -28% | -$5.78M | 8.33% | 4 |
|
|
2017
Q4 | $20.6M | Sell |
134,915
-389
| -0.3% | -$59.3K | 11.19% | 4 |
|
|
2017
Q3 | $20M | Buy |
135,304
+1,936
| +1% | +$287K | 11.13% | 4 |
|
|
2017
Q2 | $18.8M | Sell |
133,368
-8,219
| -6% | -$1.16M | 10.95% | 4 |
|
|
2017
Q1 | $19.5M | Buy |
141,587
+53,905
| +61% | +$7.41M | 11.14% | 4 |
|
|
2016
Q4 | $11.8M | Buy |
+87,682
| New | +$11.8M | 5.28% | 4 |
|