Secure Asset Management’s iShares Russell 2000 ETF IWM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-5,347
| Closed | -$1.19M | – | 216 |
|
|
2021
Q4 | $1.19M | Sell |
5,347
-207
| -4% | -$46K | 0.48% | 36 |
|
|
2021
Q3 | $1.22M | Buy |
5,554
+2,882
| +108% | +$630K | 0.6% | 32 |
|
|
2021
Q2 | $613K | Sell |
2,672
-1,280
| -32% | -$294K | 0.31% | 57 |
|
|
2021
Q1 | $873K | Buy |
3,952
+1,666
| +73% | +$368K | 0.49% | 41 |
|
|
2020
Q4 | $448K | Sell |
2,286
-77
| -3% | -$15.1K | 0.26% | 82 |
|
|
2020
Q3 | $354K | Buy |
+2,363
| New | +$354K | 0.24% | 92 |
|
|
2020
Q1 | – | Sell |
-1,213
| Closed | -$201K | – | 134 |
|
|
2019
Q4 | $201K | Buy |
+1,213
| New | +$201K | 0.14% | 150 |
|