RG
Retirement Group’s iShares Russell 2000 ETF IWM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $910K | Sell |
4,328
-211
| -5% | -$44.4K | 0.33% | 47 |
|
|
2023
Q4 | $911K | Buy |
4,539
+1
| +0% | +$201 | 0.37% | 41 |
|
|
2023
Q3 | $802K | Sell |
4,538
-42
| -0.9% | -$7.42K | 0.33% | 45 |
|
|
2023
Q2 | $858K | Hold |
4,580
| – | – | 0.36% | 45 |
|
|
2023
Q1 | $817K | Sell |
4,580
-18
| -0.4% | -$3.21K | 0.37% | 43 |
|
|
2022
Q4 | $802K | Buy |
4,598
+3,607
| +364% | +$629K | 0.39% | 44 |
|
|
2022
Q3 | $163K | Sell |
991
-3,884
| -80% | -$639K | 0.13% | 65 |
|
|
2022
Q2 | $826K | Buy |
4,875
+183
| +4% | +$31K | 0.34% | 46 |
|
|
2022
Q1 | $963K | Sell |
4,692
-6,561
| -58% | -$1.35M | 0.37% | 41 |
|
|
2021
Q4 | $2.5M | Buy |
11,253
+6,342
| +129% | +$1.41M | 1.09% | 19 |
|
|
2021
Q3 | $1.07M | Hold |
4,911
| – | – | 0.49% | 38 |
|
|
2021
Q2 | $1.13M | Sell |
4,911
-296
| -6% | -$67.9K | 0.54% | 35 |
|
|
2021
Q1 | $1.15M | Sell |
5,207
-257
| -5% | -$56.8K | 0.52% | 37 |
|
|
2020
Q4 | $1.07M | Sell |
5,464
-1,030
| -16% | -$202K | 0.49% | 39 |
|
|
2020
Q3 | $973K | Buy |
6,494
+320
| +5% | +$47.9K | 0.55% | 43 |
|
|
2020
Q2 | $884K | Buy |
+6,174
| New | +$884K | 0.55% | 41 |
|
|
2019
Q4 | $887K | Buy |
+5,354
| New | +$887K | 0.58% | 44 |
|