Oak Family 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-3,044
| Closed | -$516K | – | 119 |
|
|
2022
Q2 | $516K | Sell |
3,044
-19
| -0.6% | -$3.22K | 0.26% | 67 |
|
|
2022
Q1 | $629K | Buy |
3,063
+705
| +30% | +$145K | 0.25% | 70 |
|
|
2021
Q4 | $525K | Buy |
2,358
+1,423
| +152% | +$317K | 0.2% | 77 |
|
|
2021
Q3 | $205K | Sell |
935
-35
| -4% | -$7.67K | 0.07% | 138 |
|
|
2021
Q2 | $222K | Hold |
970
| – | – | 0.09% | 90 |
|
|
2021
Q1 | $214K | Buy |
+970
| New | +$214K | 0.09% | 83 |
|