RZH
Relyea Zuckerberg Hanson’s iShares Russell 2000 ETF IWM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.79M | Buy |
8,282
+323
| +4% | +$69.7K | 0.21% | 71 |
|
|
2025
Q1 | $1.59M | Buy |
7,959
+3
| +0% | +$598 | 0.21% | 71 |
|
|
2024
Q4 | $1.76M | Sell |
7,956
-47
| -0.6% | -$10.4K | 0.24% | 65 |
|
|
2024
Q3 | $1.77M | Buy |
8,003
+16
| +0.2% | +$3.53K | 0.27% | 55 |
|
|
2024
Q2 | $1.62M | Buy |
7,987
+2,240
| +39% | +$454K | 0.27% | 54 |
|
|
2024
Q1 | $1.21M | Sell |
5,747
-715
| -11% | -$150K | 0.21% | 66 |
|
|
2023
Q4 | $1.3M | Sell |
6,462
-422
| -6% | -$84.7K | 0.25% | 61 |
|
|
2023
Q3 | $1.22M | Buy |
6,884
+110
| +2% | +$19.4K | 0.28% | 57 |
|
|
2023
Q2 | $1.27M | Buy |
6,774
+9
| +0.1% | +$1.69K | 0.28% | 52 |
|
|
2023
Q1 | $1.21M | Sell |
6,765
-53
| -0.8% | -$9.46K | 0.29% | 53 |
|
|
2022
Q4 | $1.19M | Buy |
6,818
+2,773
| +69% | +$483K | 0.34% | 45 |
|
|
2022
Q3 | $667K | Sell |
4,045
-1,162
| -22% | -$192K | 0.24% | 66 |
|
|
2022
Q2 | $882K | Sell |
5,207
-139
| -3% | -$23.5K | 0.33% | 49 |
|
|
2022
Q1 | $1.07M | Sell |
5,346
-966
| -15% | -$194K | 0.35% | 48 |
|
|
2021
Q4 | $1.24M | Sell |
6,312
-13
| -0.2% | -$2.56K | 0.45% | 41 |
|
|
2021
Q3 | $1.38M | Buy |
6,325
+1
| +0% | +$219 | 0.54% | 31 |
|
|
2021
Q2 | $1.45M | Buy |
6,324
+18
| +0.3% | +$4.13K | 0.6% | 30 |
|
|
2021
Q1 | $1.44M | Buy |
6,306
+35
| +0.6% | +$8K | 0.64% | 29 |
|
|
2020
Q4 | $1.23M | Buy |
6,271
+200
| +3% | +$39.2K | 0.66% | 27 |
|
|
2020
Q3 | $988K | Buy |
6,071
+58
| +1% | +$9.44K | 0.64% | 29 |
|
|
2020
Q2 | $861K | Buy |
6,013
+383
| +7% | +$54.8K | 0.69% | 31 |
|
|
2020
Q1 | $644K | Buy |
+5,630
| New | +$644K | 0.71% | 37 |
|