KJWM
Kiley Juergens Wealth Management’s iShares Russell 2000 ETF IWM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-9,399
| Closed | -$1.58M | – | 345 |
|
|
2018
Q3 | $1.58M | Buy |
9,399
+39
| +0.4% | +$6.57K | 1.18% | 13 |
|
|
2018
Q2 | $1.53M | Buy |
9,360
+267
| +3% | +$43.7K | 1.37% | 14 |
|
|
2018
Q1 | $1.38M | Sell |
9,093
-14
| -0.2% | -$2.13K | 1.5% | 15 |
|
|
2017
Q4 | $1.39M | Buy |
+9,107
| New | +$1.39M | 1.25% | 16 |
|