Southern Wealth Management’s iShares Russell 2000 ETF IWM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | $5.55M | Sell |
31,136
-151
| -0.5% | -$26.9K | 2.16% | 11 |
|
|
2022
Q4 | $5.46M | Buy |
31,287
+397
| +1% | +$69.2K | 2.19% | 12 |
|
|
2022
Q3 | $5.66M | Sell |
30,890
-1,831
| -6% | -$336K | 2.28% | 13 |
|
|
2022
Q2 | $5.54M | Buy |
32,721
+2,237
| +7% | +$379K | 2.12% | 17 |
|
|
2022
Q1 | $6.26M | Buy |
30,484
+4,857
| +19% | +$997K | 2.04% | 15 |
|
|
2021
Q4 | $5.7M | Buy |
25,627
+1,091
| +4% | +$243K | 2.26% | 14 |
|
|
2021
Q3 | $5.37M | Sell |
24,536
-225
| -0.9% | -$49.2K | 1.58% | 21 |
|
|
2021
Q2 | $5.53M | Buy |
24,761
+154
| +0.6% | +$34.4K | 1.6% | 20 |
|
|
2021
Q1 | $5.44M | Buy |
24,607
+5,209
| +27% | +$1.15M | 1.79% | 18 |
|
|
2020
Q4 | $3.8M | Buy |
19,398
+474
| +3% | +$92.9K | 1.44% | 21 |
|
|
2020
Q3 | $2.84M | Buy |
18,924
+12
| +0.1% | +$1.8K | 1.04% | 23 |
|
|
2020
Q2 | $2.71M | Sell |
18,912
-4,482
| -19% | -$642K | 0.53% | 18 |
|
|
2020
Q1 | $2.68M | Sell |
23,394
-82
| -0.3% | -$9.39K | 0.56% | 20 |
|
|
2019
Q4 | $3.89M | Buy |
+23,476
| New | +$3.89M | 0.73% | 12 |
|