Minot 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $621K | Hold |
3,669
| – | – | 0.16% | 102 |
|
|
2022
Q1 | $753K | Sell |
3,669
-178
| -5% | -$36.5K | 0.16% | 100 |
|
|
2021
Q4 | $856K | Sell |
3,847
-1
| -0% | -$223 | 0.16% | 99 |
|
|
2021
Q3 | $842K | Buy |
3,848
+1
| +0% | +$219 | 0.18% | 100 |
|
|
2021
Q2 | $855K | Sell |
3,847
-96
| -2% | -$21.3K | 0.19% | 99 |
|
|
2021
Q1 | $871K | Buy |
3,943
+515
| +15% | +$114K | 0.22% | 96 |
|
|
2020
Q4 | $672K | Buy |
3,428
+228
| +7% | +$44.7K | 0.2% | 95 |
|
|
2020
Q3 | $479K | Sell |
3,200
-865
| -21% | -$129K | 0.18% | 93 |
|
|
2020
Q2 | $582K | Sell |
4,065
-840
| -17% | -$120K | 0.29% | 78 |
|
|
2020
Q1 | $561K | Sell |
4,905
-37,982
| -89% | -$4.34M | 0.4% | 65 |
|
|
2019
Q4 | $7.19M | Buy |
+42,887
| New | +$7.19M | 3.28% | 5 |
|