RWM
Reston Wealth Management’s iShares Russell 2000 ETF IWM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-157
| Closed | -$34.7K | – | 241 |
|
|
2024
Q3 | $34.7K | Buy |
+157
| New | +$34.7K | 0.01% | 159 |
|
|
2022
Q4 | – | Sell |
-1,449
| Closed | -$239K | – | 49 |
|
|
2022
Q3 | $239K | Sell |
1,449
-111
| -7% | -$18.3K | 0.14% | 43 |
|
|
2022
Q2 | $264K | Buy |
+1,560
| New | +$264K | 0.15% | 46 |
|
|
2022
Q1 | – | Sell |
-1,477
| Closed | -$329K | – | 63 |
|
|
2021
Q4 | $329K | Buy |
1,477
+553
| +60% | +$123K | 0.16% | 39 |
|
|
2021
Q3 | $202K | Sell |
924
-148
| -14% | -$32.4K | 0.11% | 55 |
|
|
2021
Q2 | $246K | Buy |
1,072
+2
| +0.2% | +$459 | 0.12% | 46 |
|
|
2021
Q1 | $236K | Buy |
1,070
+22
| +2% | +$4.85K | 0.12% | 46 |
|
|
2020
Q4 | $206K | Buy |
+1,048
| New | +$206K | 0.12% | 47 |
|
|
2020
Q2 | – | Sell |
-2,941
| Closed | -$337K | – | 44 |
|
|
2020
Q1 | $337K | Sell |
2,941
-1,571
| -35% | -$180K | 0.27% | 28 |
|
|
2019
Q4 | $748K | Sell |
4,512
-1,618
| -26% | -$268K | 0.6% | 18 |
|
|
2019
Q3 | $928K | Sell |
6,130
-1,639
| -21% | -$248K | 0.83% | 17 |
|
|
2019
Q2 | $1.21M | Sell |
7,769
-222
| -3% | -$34.5K | 0.95% | 18 |
|
|
2019
Q1 | $1.25M | Sell |
7,991
-850
| -10% | -$133K | 1% | 18 |
|
|
2018
Q4 | $1.18M | Buy |
+8,841
| New | +$1.18M | 1.13% | 15 |
|