R.H. Bluestein & Co’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
$418K Sell
2,534
-345
-12% -$56.9K 0.03% 169
2022
Q2
$488K Sell
2,879
-980
-25% -$166K 0.03% 166
2022
Q1
$792K Sell
3,859
-3,730
-49% -$766K 0.03% 127
2021
Q4
$1.69M Buy
7,589
+5,500
+263% +$1.22M 0.06% 77
2021
Q3
$457K Buy
+2,089
New +$457K 0.02% 229