LVM Capital 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 |
-1,580
| Closed | -$317K | – | 144 |
|
|
2023
Q4 | $317K | Hold |
1,580
| – | – | 0.04% | 122 |
|
|
2023
Q3 | $279K | Buy |
1,580
+25
| +2% | +$4.42K | 0.04% | 119 |
|
|
2023
Q2 | $291K | Hold |
1,555
| – | – | 0.04% | 122 |
|
|
2023
Q1 | $277K | Hold |
1,555
| – | – | 0.04% | 121 |
|
|
2022
Q4 | $271K | Hold |
1,555
| – | – | 0.04% | 117 |
|
|
2022
Q3 | $256K | Hold |
1,555
| – | – | 0.04% | 112 |
|
|
2022
Q2 | $263K | Buy |
1,555
+245
| +19% | +$41.4K | 0.04% | 113 |
|
|
2022
Q1 | $269K | Buy |
+1,310
| New | +$269K | 0.04% | 121 |
|