RWG
Regal Wealth Group’s iShares Russell 2000 ETF IWM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $1.8M | Hold |
9,303
| – | – | 1.11% | 20 |
|
|
2023
Q3 | $1.64M | Sell |
9,303
-10
| -0.1% | -$1.77K | 1.12% | 19 |
|
|
2023
Q2 | $1.72M | Sell |
9,313
-232
| -2% | -$42.9K | 1.13% | 19 |
|
|
2023
Q1 | $1.7M | Sell |
9,545
-34
| -0.4% | -$6.06K | 1.21% | 23 |
|
|
2022
Q4 | $1.67M | Buy |
9,579
+1
| +0% | +$174 | 1.23% | 20 |
|
|
2022
Q3 | $1.64M | Buy |
9,578
+2
| +0% | +$342 | 1.27% | 19 |
|
|
2022
Q2 | $1.62M | Buy |
9,576
+1
| +0% | +$169 | 1.17% | 21 |
|
|
2022
Q1 | $1.88M | Sell |
9,575
-63
| -0.7% | -$12.4K | 1.17% | 20 |
|
|
2021
Q4 | $2.14M | Sell |
9,638
-129
| -1% | -$28.7K | 1.21% | 20 |
|
|
2021
Q3 | $2.14M | Buy |
9,767
+1
| +0% | +$219 | 1.28% | 22 |
|
|
2021
Q2 | $2.24M | Buy |
9,766
+1
| +0% | +$229 | 1.32% | 22 |
|
|
2021
Q1 | $2.16M | Sell |
9,765
-124
| -1% | -$27.4K | 1.27% | 19 |
|
|
2020
Q4 | $1.94M | Sell |
9,889
-424
| -4% | -$83.1K | 1.18% | 20 |
|
|
2020
Q3 | $1.55M | Buy |
10,313
+2
| +0% | +$300 | 1.2% | 21 |
|
|
2020
Q2 | $1.48M | Buy |
10,311
+1
| +0% | +$143 | 1.22% | 20 |
|
|
2020
Q1 | $1.18M | Buy |
10,310
+2
| +0% | +$229 | 1.16% | 21 |
|
|
2019
Q4 | $1.71M | Buy |
10,308
+2
| +0% | +$331 | 1.11% | 20 |
|
|
2019
Q3 | $1.56M | Buy |
10,306
+1
| +0% | +$151 | 1.07% | 20 |
|
|
2019
Q2 | $1.6M | Buy |
10,305
+1
| +0% | +$155 | 1.11% | 18 |
|
|
2019
Q1 | $1.58M | Buy |
10,304
+1
| +0% | +$153 | 1.13% | 19 |
|
|
2018
Q4 | $1.38M | Buy |
10,303
+3
| +0% | +$402 | 1.26% | 18 |
|
|
2018
Q3 | $1.74M | Sell |
10,300
-1
| -0% | -$169 | 1.19% | 18 |
|
|
2018
Q2 | $1.69M | Sell |
10,301
-155
| -1% | -$25.4K | 1.8% | 15 |
|
|
2018
Q1 | $1.59M | Buy |
10,456
+1
| +0% | +$152 | 1.22% | 17 |
|
|
2017
Q4 | $1.59M | Sell |
10,455
-1
| -0% | -$152 | 1.13% | 18 |
|
|
2017
Q3 | $1.55M | Buy |
10,456
+1
| +0% | +$148 | 1.14% | 17 |
|
|
2017
Q2 | $1.47M | Hold |
10,455
| – | – | 1.14% | 19 |
|
|
2017
Q1 | $1.44M | Buy |
10,455
+1
| +0% | +$137 | 1.1% | 23 |
|
|
2016
Q4 | $1.41M | Buy |
10,454
+84
| +0.8% | +$11.3K | 1.15% | 21 |
|
|
2016
Q3 | $1.29M | Buy |
10,370
+1
| +0% | +$124 | 1.17% | 18 |
|
|
2016
Q2 | $1.19M | Hold |
10,369
| – | – | 1.12% | 18 |
|
|
2016
Q1 | $1.15M | Buy |
10,369
+1
| +0% | +$111 | 1.11% | 18 |
|
|
2015
Q4 | $1.17M | Buy |
+10,368
| New | +$1.17M | 1.15% | 18 |
|