Madison 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $358K | Hold |
2,028
| – | – | 0.08% | 122 |
|
|
2023
Q2 | $380K | Buy |
2,028
+50
| +3% | +$9.36K | 0.08% | 121 |
|
|
2023
Q1 | $353K | Sell |
1,978
-65
| -3% | -$11.6K | 0.08% | 121 |
|
|
2022
Q4 | $356K | Buy |
2,043
+160
| +8% | +$27.9K | 0.08% | 121 |
|
|
2022
Q3 | $311K | Hold |
1,883
| – | – | 0.08% | 127 |
|
|
2022
Q2 | $319K | Hold |
1,883
| – | – | 0.08% | 122 |
|
|
2022
Q1 | $387K | Hold |
1,883
| – | – | 0.08% | 120 |
|
|
2021
Q4 | $419K | Buy |
1,883
+2
| +0.1% | +$445 | 0.08% | 116 |
|
|
2021
Q3 | $412K | Buy |
1,881
+7
| +0.4% | +$1.53K | 0.09% | 116 |
|
|
2021
Q2 | $430K | Buy |
1,874
+5
| +0.3% | +$1.15K | 0.09% | 113 |
|
|
2021
Q1 | $413K | Hold |
1,869
| – | – | 0.1% | 111 |
|
|
2020
Q4 | $367K | Buy |
+1,869
| New | +$367K | 0.1% | 111 |
|
|
2020
Q1 | – | Sell |
-4,898
| Closed | -$812K | – | 131 |
|
|
2019
Q4 | $812K | Buy |
+4,898
| New | +$812K | 0.23% | 82 |
|