MinichMacGregor Wealth Management’s iShares Russell 2000 ETF IWM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-1,020
| Closed | -$205K | – | 109 |
|
|
2023
Q4 | $205K | Buy |
+1,020
| New | +$205K | 0.06% | 101 |
|
|
2023
Q1 | – | Sell |
-158
| Closed | -$27.5K | – | 357 |
|
|
2022
Q4 | $27.5K | Buy |
+158
| New | +$27.5K | 0.01% | 248 |
|
|
2018
Q2 | – | Sell |
-100
| Closed | -$15K | – | 559 |
|
|
2018
Q1 | $15K | Hold |
100
| – | – | 0.01% | 241 |
|
|
2017
Q4 | $15K | Buy |
+100
| New | +$15K | 0.01% | 242 |
|
|
2017
Q2 | – | Sell |
-100
| Closed | -$13K | – | 501 |
|
|
2017
Q1 | $13K | Hold |
100
| – | – | 0.01% | 238 |
|
|
2016
Q4 | $13K | Buy |
+100
| New | +$13K | 0.01% | 227 |
|