Mark Sheptoff Financial Planning’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
Q3 | – | Sell |
-13
| Closed | -$2.64K | – | 446 |
|
|
2024
Q2 | $2.64K | Hold |
13
| – | – | ﹤0.01% | 385 |
|
|
2024
Q1 | $2.73K | Hold |
13
| – | – | ﹤0.01% | 353 |
|
|
2023
Q4 | $2.61K | Hold |
13
| – | – | ﹤0.01% | 351 |
|
|
2023
Q3 | $2.3K | Hold |
13
| – | – | ﹤0.01% | 335 |
|
|
2023
Q2 | $2.44K | Hold |
13
| – | – | ﹤0.01% | 342 |
|
|
2023
Q1 | $2.32K | Hold |
13
| – | – | ﹤0.01% | 341 |
|
|
2022
Q4 | $2.27K | Hold |
13
| – | – | ﹤0.01% | 348 |
|
|
2022
Q3 | $2K | Hold |
13
| – | – | ﹤0.01% | 326 |
|
|
2022
Q2 | $2K | Hold |
13
| – | – | ﹤0.01% | 338 |
|
|
2022
Q1 | $3K | Hold |
13
| – | – | ﹤0.01% | 365 |
|
|
2021
Q4 | $3K | Sell |
13
-239
| -95% | -$55.2K | ﹤0.01% | 394 |
|
|
2021
Q3 | $55K | Hold |
252
| – | – | 0.03% | 171 |
|
|
2021
Q2 | $58K | Buy |
252
+1
| +0.4% | +$230 | 0.03% | 171 |
|
|
2021
Q1 | $56K | Buy |
251
+100
| +66% | +$22.3K | 0.03% | 157 |
|
|
2020
Q4 | $30K | Buy |
151
+51
| +51% | +$10.1K | 0.02% | 191 |
|
|
2020
Q3 | $15K | Sell |
100
-50
| -33% | -$7.5K | 0.01% | 209 |
|
|
2020
Q2 | $21K | Buy |
+150
| New | +$21K | 0.01% | 195 |
|
|
2016
Q1 | – | Sell |
-300
| Closed | -$34K | – | 373 |
|
|
2015
Q4 | $34K | Buy |
+300
| New | +$34K | 0.03% | 190 |
|