SBB Research Group’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
Q3 | $2.93M | Hold |
16,596
| – | – | 5.23% | 5 |
|
|
2023
Q2 | $3.11M | Hold |
16,596
| – | – | 5.64% | 5 |
|
|
2023
Q1 | $2.96M | Hold |
16,596
| – | – | 4.18% | 5 |
|
|
2022
Q4 | $2.89M | Hold |
16,596
| – | – | 4.18% | 6 |
|
|
2022
Q3 | $2.74M | Sell |
16,596
-270,300
| -94% | -$44.6M | 3.88% | 7 |
|
|
2022
Q2 | $48.6M | Buy |
286,896
+84,000
| +41% | +$14.2M | 19.46% | 2 |
|
|
2022
Q1 | $41.6M | Buy |
202,896
+186,300
| +1,123% | +$38.2M | 8.99% | 5 |
|
|
2021
Q4 | $3.69M | Buy |
+16,596
| New | +$3.69M | 0.55% | 10 |
|