Monte Financial Group’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
Q2 | – | Sell |
-1,201
| Closed | -$253K | – | 83 |
|
|
2024
Q1 | $253K | Hold |
1,201
| – | – | 0.11% | 80 |
|
|
2023
Q4 | $241K | Buy |
1,201
+43
| +4% | +$8.63K | 0.11% | 81 |
|
|
2023
Q3 | $205K | Sell |
1,158
-297
| -20% | -$52.5K | 0.1% | 83 |
|
|
2023
Q2 | $272K | Sell |
1,455
-110
| -7% | -$20.6K | 0.13% | 75 |
|
|
2023
Q1 | $279K | Hold |
1,565
| – | – | 0.15% | 76 |
|
|
2022
Q4 | $273K | Buy |
1,565
+257
| +20% | +$44.8K | 0.14% | 76 |
|
|
2022
Q3 | $216K | Buy |
+1,308
| New | +$216K | 0.13% | 77 |
|