Lineweaver Wealth Advisors’s iShares Russell 2000 ETF IWM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-2,473
| Closed | -$507K | – | 144 |
|
|
2022
Q1 | $507K | Sell |
2,473
-324
| -12% | -$66.4K | 0.14% | 91 |
|
|
2021
Q4 | $622K | Sell |
2,797
-39
| -1% | -$8.67K | 0.18% | 78 |
|
|
2021
Q3 | $620K | Sell |
2,836
-5
| -0.2% | -$1.09K | 0.19% | 69 |
|
|
2021
Q2 | $651K | Buy |
2,841
+79
| +3% | +$18.1K | 0.21% | 60 |
|
|
2021
Q1 | $610K | Buy |
2,762
+338
| +14% | +$74.6K | 0.22% | 60 |
|
|
2020
Q4 | $475K | Buy |
+2,424
| New | +$475K | 0.19% | 55 |
|