JD Financial Services’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
Q4
$220K Sell
988
-84
-8% -$18.7K 0.18% 35
2021
Q3
$235K Buy
+1,072
New +$235K 0.21% 32
2021
Q2
Sell
-1,261
Closed -$279K 44
2021
Q1
$279K Sell
1,261
-283
-18% -$62.6K 0.35% 34
2020
Q4
$303K Buy
+1,544
New +$303K 0.33% 31