Laidlaw Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-2,188
| Closed | -$439K | – | 204 |
|
|
2023
Q4 | $439K | Buy |
2,188
+411
| +23% | +$82.5K | 0.16% | 144 |
|
|
2023
Q3 | $314K | Sell |
1,777
-1,616
| -48% | -$286K | 0.1% | 194 |
|
|
2023
Q2 | $635K | Buy |
3,393
+808
| +31% | +$151K | 0.12% | 179 |
|
|
2023
Q1 | $461K | Sell |
2,585
-424
| -14% | -$75.6K | 0.09% | 211 |
|
|
2022
Q4 | $525K | Buy |
3,009
+412
| +16% | +$71.8K | 0.11% | 189 |
|
|
2022
Q3 | $428K | Buy |
2,597
+612
| +31% | +$101K | 0.1% | 188 |
|
|
2022
Q2 | $336K | Sell |
1,985
-239
| -11% | -$40.5K | 0.07% | 250 |
|
|
2022
Q1 | $457K | Sell |
2,224
-793
| -26% | -$163K | 0.08% | 227 |
|
|
2021
Q4 | $671K | Buy |
+3,017
| New | +$671K | 0.11% | 189 |
|
|
2021
Q1 | – | Sell |
-2,789
| Closed | -$547K | – | 289 |
|
|
2020
Q4 | $547K | Buy |
2,789
+1,303
| +88% | +$256K | 0.12% | 179 |
|
|
2020
Q3 | $223K | Buy |
+1,486
| New | +$223K | 0.1% | 185 |
|