Leelyn Smith’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-524
| Closed | -$91.4K | – | 269 |
|
|
2022
Q4 | $91.4K | Buy |
524
+390
| +291% | +$68K | 0.03% | 137 |
|
|
2022
Q3 | $22K | Sell |
134
-6,048
| -98% | -$993K | 0.01% | 221 |
|
|
2022
Q2 | $1.05M | Buy |
6,182
+3,019
| +95% | +$511K | 0.27% | 70 |
|
|
2022
Q1 | $649K | Hold |
3,163
| – | – | 0.17% | 87 |
|
|
2021
Q4 | $704K | Buy |
3,163
+315
| +11% | +$70.1K | 0.19% | 84 |
|
|
2021
Q3 | $623K | Hold |
2,848
| – | – | 0.18% | 84 |
|
|
2021
Q2 | $653K | Sell |
2,848
-15
| -0.5% | -$3.44K | 0.19% | 83 |
|
|
2021
Q1 | $633K | Buy |
2,863
+1,782
| +165% | +$394K | 0.19% | 91 |
|
|
2020
Q4 | $212K | Buy |
1,081
+904
| +511% | +$177K | 0.07% | 114 |
|
|
2020
Q3 | $27K | Sell |
177
-57
| -24% | -$8.7K | 0.01% | 213 |
|
|
2020
Q2 | $34K | Hold |
234
| – | – | 0.01% | 232 |
|
|
2020
Q1 | $27K | Hold |
234
| – | – | 0.01% | 192 |
|
|
2019
Q4 | $39 | Buy |
+234
| New | +$39 | 0.02% | 200 |
|