Personal Wealth Partners’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
Q2 | – | Sell |
-18,133
| Closed | -$3.72M | – | 36 |
|
|
2022
Q1 | $3.72M | Sell |
18,133
-199
| -1% | -$40.8K | 1.62% | 16 |
|
|
2021
Q4 | $4.08M | Sell |
18,332
-863
| -4% | -$192K | 1.68% | 15 |
|
|
2021
Q3 | $4.2M | Sell |
19,195
-1,100
| -5% | -$241K | 1.77% | 15 |
|
|
2021
Q2 | $4.66M | Sell |
20,295
-53
| -0.3% | -$12.2K | 1.88% | 15 |
|
|
2021
Q1 | $4.5M | Sell |
20,348
-1,165
| -5% | -$257K | 2.03% | 13 |
|
|
2020
Q4 | $4.22M | Sell |
21,513
-753
| -3% | -$148K | 1.97% | 13 |
|
|
2020
Q3 | $3.34M | Buy |
22,266
+12
| +0.1% | +$1.8K | 1.75% | 13 |
|
|
2020
Q2 | $3.19M | Sell |
22,254
-195
| -0.9% | -$27.9K | 1.75% | 13 |
|
|
2020
Q1 | $2.57M | Sell |
22,449
-5,271
| -19% | -$603K | 1.54% | 12 |
|
|
2019
Q4 | $4.59M | Sell |
27,720
-3,639
| -12% | -$603K | 1.98% | 11 |
|
|
2019
Q3 | $4.75M | Sell |
31,359
-1,239
| -4% | -$188K | 2.19% | 11 |
|
|
2019
Q2 | $5.08M | Sell |
32,598
-1,029
| -3% | -$160K | 2.43% | 9 |
|
|
2019
Q1 | $5.15M | Buy |
+33,627
| New | +$5.15M | 2.74% | 9 |
|