Sanctuary Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $97.9K | Hold |
443
| – | – | 0.06% | 67 |
|
|
2024
Q3 | $97.9K | Hold |
443
| – | – | 0.07% | 67 |
|
|
2024
Q2 | $89.9K | Hold |
443
| – | – | 0.07% | 67 |
|
|
2024
Q1 | $93.2K | Sell |
443
-180
| -29% | -$37.9K | 0.08% | 66 |
|
|
2023
Q4 | $125K | Buy |
623
+378
| +154% | +$75.9K | 0.12% | 56 |
|
|
2023
Q3 | $43.3K | Sell |
245
-38
| -13% | -$6.72K | 0.05% | 78 |
|
|
2023
Q2 | $53K | Buy |
+283
| New | +$53K | 0.06% | 75 |
|
|
2022
Q4 | $51.4K | Buy |
+295
| New | +$51.4K | 0.06% | 70 |
|