Selective Wealth Management’s iShares Russell 2000 ETF IWM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-556
| Closed | -$92K | – | 428 |
|
|
2022
Q3 | $92K | Sell |
556
-42
| -7% | -$6.95K | 0.04% | 219 |
|
|
2022
Q2 | $101K | Buy |
598
+385
| +181% | +$65K | 0.04% | 217 |
|
|
2022
Q1 | $44K | Buy |
+213
| New | +$44K | 0.02% | 326 |
|
|
2021
Q1 | – | Sell |
-49
| Closed | -$10K | – | 406 |
|
|
2020
Q4 | $10K | Buy |
+49
| New | +$10K | 0.01% | 245 |
|
|
2019
Q4 | – | Sell |
-14
| Closed | -$2K | – | 335 |
|
|
2019
Q3 | $2K | Buy |
+14
| New | +$2K | ﹤0.01% | 295 |
|