Sarah T. Connolly’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
Q4 | – | Sell |
-2,039
| Closed | -$360K | – | 49 |
|
|
2023
Q3 | $360K | Sell |
2,039
-70
| -3% | -$12.4K | 0.24% | 72 |
|
|
2023
Q2 | $395K | Hold |
2,109
| – | – | 0.24% | 76 |
|
|
2023
Q1 | $376K | Sell |
2,109
-185
| -8% | -$33K | 0.24% | 76 |
|
|
2022
Q4 | $400K | Buy |
2,294
+185
| +9% | +$32.3K | 0.27% | 76 |
|
|
2022
Q3 | $348K | Sell |
2,109
-185
| -8% | -$30.5K | 0.26% | 80 |
|
|
2022
Q2 | $389K | Buy |
2,294
+135
| +6% | +$22.9K | 0.26% | 74 |
|
|
2022
Q1 | $443K | Hold |
2,159
| – | – | 0.26% | 75 |
|
|
2021
Q4 | $480K | Sell |
2,159
-185
| -8% | -$41.1K | 0.27% | 74 |
|
|
2021
Q3 | $513K | Hold |
2,344
| – | – | 0.42% | 65 |
|
|
2021
Q2 | $537K | Sell |
2,344
-15
| -0.6% | -$3.44K | 0.44% | 63 |
|
|
2021
Q1 | $522K | Sell |
2,359
-100
| -4% | -$22.1K | 0.46% | 62 |
|
|
2020
Q4 | $482K | Buy |
+2,459
| New | +$482K | 0.44% | 64 |
|