LAM
LifePro Asset Management’s iShares Russell 2000 ETF IWM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $223K | Sell |
1,010
-48
| -5% | -$10.6K | 0.14% | 135 |
|
|
2024
Q2 | $215K | Sell |
1,058
-101
| -9% | -$20.5K | 0.15% | 122 |
|
|
2024
Q1 | $244K | Buy |
+1,159
| New | +$244K | 0.16% | 113 |
|
|
2022
Q1 | – | Sell |
-2,344
| Closed | -$521K | – | 135 |
|
|
2021
Q4 | $521K | Buy |
2,344
+30
| +1% | +$6.67K | 0.15% | 68 |
|
|
2021
Q3 | $506K | Sell |
2,314
-7
| -0.3% | -$1.53K | 0.15% | 58 |
|
|
2021
Q2 | $532K | Buy |
2,321
+120
| +5% | +$27.5K | 0.16% | 46 |
|
|
2021
Q1 | $486K | Buy |
2,201
+99
| +5% | +$21.9K | 0.15% | 45 |
|
|
2020
Q4 | $412K | Buy |
+2,102
| New | +$412K | 0.13% | 59 |
|