Northwest Investment Counselors’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 | $25.8K | Buy |
+117
| New | +$25.8K | 0.01% | 316 |
|
|
2023
Q4 | – | Sell |
-23
| Closed | -$3.98K | – | 344 |
|
|
2023
Q3 | $3.98K | Buy |
+23
| New | +$3.98K | ﹤0.01% | 472 |
|
|
2021
Q2 | – | Sell |
-290
| Closed | -$64K | – | 295 |
|
|
2021
Q1 | $64K | Buy |
+290
| New | +$64K | 0.02% | 200 |
|
|
2020
Q4 | – | Sell |
-100
| Closed | -$15K | – | 293 |
|
|
2020
Q3 | $15K | Buy |
+100
| New | +$15K | 0.01% | 292 |
|
|
2017
Q4 | – | Sell |
-300
| Closed | -$44K | – | 218 |
|
|
2017
Q3 | $44K | Hold |
300
| – | – | 0.02% | 190 |
|
|
2017
Q2 | $42K | Buy |
+300
| New | +$42K | 0.02% | 178 |
|