JWBC
John W. Brooker & Co’s iShares Russell 2000 ETF IWM Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q4 | – | Sell |
-247
| Closed | -$41K | – | 116 |
|
2022
Q3 | $41K | Hold |
247
| – | – | 0.03% | 90 |
|
2022
Q2 | $42K | Hold |
247
| – | – | 0.03% | 87 |
|
2022
Q1 | $51K | Buy |
247
+1
| +0.4% | +$206 | 0.03% | 82 |
|
2021
Q4 | $55K | Buy |
246
+1
| +0.4% | +$224 | 0.03% | 81 |
|
2021
Q3 | $54K | Hold |
245
| – | – | 0.03% | 78 |
|
2021
Q2 | $56K | Sell |
245
-2
| -0.8% | -$457 | 0.03% | 74 |
|
2021
Q1 | $55K | Hold |
247
| – | – | 0.03% | 73 |
|
2020
Q4 | $49K | Hold |
247
| – | – | 0.03% | 71 |
|
2020
Q3 | $37K | Hold |
247
| – | – | 0.03% | 72 |
|
2020
Q2 | $35K | Buy |
247
+2
| +0.8% | +$283 | 0.02% | 74 |
|
2020
Q1 | $28K | Hold |
245
| – | – | 0.02% | 79 |
|
2019
Q4 | $41K | Buy |
+245
| New | +$41K | 0.03% | 74 |
|