SDAM
Shulman DeMeo Asset Management’s iShares Russell 2000 ETF IWM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-1,026
| Closed | -$216K | – | 132 |
|
|
2024
Q1 | $216K | Sell |
1,026
-32
| -3% | -$6.73K | 0.06% | 121 |
|
|
2023
Q4 | $212K | Buy |
+1,058
| New | +$212K | 0.06% | 120 |
|
|
2023
Q2 | – | Sell |
-1,341
| Closed | -$239K | – | 133 |
|
|
2023
Q1 | $239K | Buy |
1,341
+16
| +1% | +$2.86K | 0.08% | 111 |
|
|
2022
Q4 | $231K | Buy |
1,325
+86
| +7% | +$15K | 0.08% | 112 |
|
|
2022
Q3 | $204K | Hold |
1,239
| – | – | 0.07% | 118 |
|
|
2022
Q2 | $210K | Buy |
1,239
+4
| +0.3% | +$678 | 0.07% | 124 |
|
|
2022
Q1 | $254K | Buy |
1,235
+2
| +0.2% | +$411 | 0.07% | 120 |
|
|
2021
Q4 | $274K | Buy |
+1,233
| New | +$274K | 0.07% | 117 |
|
|
2020
Q1 | – | Sell |
-2,239
| Closed | -$371K | – | 110 |
|
|
2019
Q4 | $371K | Sell |
2,239
-1,159
| -34% | -$192K | 0.13% | 85 |
|
|
2019
Q3 | $514K | Hold |
3,398
| – | – | 0.17% | 61 |
|
|
2019
Q2 | $528K | Buy |
3,398
+12
| +0.4% | +$1.87K | 0.19% | 52 |
|
|
2019
Q1 | $518K | Buy |
+3,386
| New | +$518K | 0.2% | 50 |
|