SAM
SignalPoint 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
Q4 | $393K | Sell |
1,780
-35
| -2% | -$7.73K | 0.1% | 158 |
|
|
2024
Q3 | $400K | Buy |
1,815
+111
| +7% | +$24.5K | 0.09% | 174 |
|
|
2024
Q2 | $346K | Sell |
1,704
-93
| -5% | -$18.9K | 0.09% | 184 |
|
|
2024
Q1 | $378K | Buy |
1,797
+16
| +0.9% | +$3.36K | 0.1% | 169 |
|
|
2023
Q4 | $357K | Buy |
1,781
+627
| +54% | +$126K | 0.11% | 166 |
|
|
2023
Q3 | $204K | Buy |
+1,154
| New | +$204K | 0.07% | 203 |
|