Shulman DeMeo Asset Management’s iShares Russell 2000 ETF IWM Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-1,026	Closed	-$216K	–	132
2024 Q1	$216K	Sell	1,026 -32	-3%	-$6.38K	0.06%	121
2023 Q4	$212K	Buy	+1,058	New	+$190K	0.06%	120
2023 Q2	–	Sell	-1,341	Closed	-$239K	–	133
2023 Q1	$239K	Buy	1,341 +16	+1%	+$2.95K	0.08%	111
2022 Q4	$231K	Buy	1,325 +86	+7%	+$15.3K	0.08%	112
2022 Q3	$204K	Hold	1,239	–	–	0.07%	118
2022 Q2	$210K	Buy	1,239 +4	+0.3%	+$737	0.07%	124
2022 Q1	$254K	Buy	1,235 +2	+0.2%	+$408	0.07%	120
2021 Q4	$274K	Buy	+1,233	New	+$279K	0.07%	117
2020 Q1	–	Sell	-2,239	Closed	-$371K	–	110
2019 Q4	$371K	Sell	2,239 -1,159	-34%	-$183K	0.13%	85
2019 Q3	$514K	Hold	3,398	–	–	0.17%	61
2019 Q2	$528K	Buy	3,398 +12	+0.4%	+$1.85K	0.19%	52
2019 Q1	$518K	Buy	+3,386	New	+$509K	0.2%	50