JPLA
Joseph P. Lucia & Associates’s iShares Russell 2000 ETF IWM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-944
| Closed | -$209K | – | 146 |
|
|
2024
Q4 | $209K | Buy |
+944
| New | +$209K | 0.09% | 132 |
|
|
2022
Q3 | – | Sell |
-105
| Closed | -$18K | – | 271 |
|
|
2022
Q2 | $18K | Hold |
105
| – | – | 0.01% | 258 |
|
|
2022
Q1 | $22K | Buy |
+105
| New | +$22K | 0.01% | 254 |
|
|
2021
Q4 | – | Sell |
-105
| Closed | -$23K | – | 339 |
|
|
2021
Q3 | $23K | Sell |
105
-19
| -15% | -$4.16K | 0.01% | 290 |
|
|
2021
Q2 | $28K | Hold |
124
| – | – | 0.02% | 277 |
|
|
2021
Q1 | $27K | Hold |
124
| – | – | 0.01% | 265 |
|
|
2020
Q4 | $24K | Buy |
+124
| New | +$24K | 0.02% | 255 |
|
|
2020
Q3 | – | Sell |
-109
| Closed | -$16K | – | 270 |
|
|
2020
Q2 | $16K | Hold |
109
| – | – | 0.01% | 261 |
|
|
2020
Q1 | $12K | Hold |
109
| – | – | 0.01% | 270 |
|
|
2019
Q4 | $18K | Hold |
109
| – | – | 0.02% | 254 |
|
|
2019
Q3 | $16K | Hold |
109
| – | – | 0.02% | 267 |
|
|
2019
Q2 | $17K | Sell |
109
-31,943
| -100% | -$4.98M | 0.02% | 258 |
|
|
2019
Q1 | $204 | Buy |
+32,052
| New | +$204 | 0.02% | 217 |
|