Rollins Financial’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-4,949
| Closed | -$883K | – | 116 |
|
|
2023
Q1 | $883K | Buy |
4,949
+1,218
| +33% | +$217K | 0.29% | 50 |
|
|
2022
Q4 | $651K | Sell |
3,731
-724
| -16% | -$126K | 0.25% | 57 |
|
|
2022
Q3 | $735K | Buy |
+4,455
| New | +$735K | 0.27% | 43 |
|
|
2022
Q2 | – | Sell |
-2,617
| Closed | -$537K | – | 123 |
|
|
2022
Q1 | $537K | Sell |
2,617
-298
| -10% | -$61.1K | 0.16% | 58 |
|
|
2021
Q4 | $648K | Buy |
+2,915
| New | +$648K | 0.19% | 52 |
|
|
2021
Q2 | $558K | Buy |
+2,434
| New | +$558K | 0.2% | 55 |
|