Modus Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-35
| Closed | -$7.77K | – | 204 |
|
|
2024
Q4 | $7.77K | Buy |
+35
| New | +$7.77K | ﹤0.01% | 234 |
|
|
2021
Q3 | – | Sell |
-20
| Closed | -$5K | – | 168 |
|
|
2021
Q2 | $5K | Buy |
+20
| New | +$5K | ﹤0.01% | 231 |
|
|
2020
Q3 | – | Sell |
-20
| Closed | -$3K | – | 150 |
|
|
2020
Q2 | $3K | Buy |
+20
| New | +$3K | ﹤0.01% | 199 |
|