Norwood Financial’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
Q1 | $16.4K | Hold |
78
| – | – | 0.02% | 218 |
|
|
2023
Q4 | $15.7K | Sell |
78
-40
| -34% | -$8.03K | 0.02% | 204 |
|
|
2023
Q3 | $20.9K | Sell |
118
-35
| -23% | -$6.19K | 0.03% | 186 |
|
|
2023
Q2 | $28.7K | Hold |
153
| – | – | 0.04% | 175 |
|
|
2023
Q1 | $27.3K | Sell |
153
-20
| -12% | -$3.57K | 0.04% | 172 |
|
|
2022
Q4 | $30.2K | Hold |
173
| – | – | 0.05% | 163 |
|
|
2022
Q3 | $29K | Buy |
173
+20
| +13% | +$3.35K | 0.05% | 163 |
|
|
2022
Q2 | $26K | Hold |
153
| – | – | 0.04% | 166 |
|
|
2022
Q1 | $31K | Hold |
153
| – | – | 0.05% | 163 |
|
|
2021
Q4 | $34K | Buy |
+153
| New | +$34K | 0.05% | 165 |
|