Johanson Financial Advisors’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 | $210K | Buy |
946
+1
| +0.1% | +$222 | 0.06% | 126 |
|
|
2021
Q3 | $207K | Buy |
945
+23
| +2% | +$5.04K | 0.07% | 118 |
|
|
2021
Q2 | $201K | Buy |
922
+1
| +0.1% | +$218 | 0.07% | 118 |
|
|
2021
Q1 | $206K | Buy |
+921
| New | +$206K | 0.08% | 110 |
|
|
2020
Q1 | – | Sell |
-183,280
| Closed | -$1.11M | – | 169 |
|
|
2019
Q4 | $1.11M | Buy |
+183,280
| New | +$1.11M | 0.05% | 132 |
|