Sowa Financial Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-881
| Closed | -$202K | – | 70 |
|
|
2021
Q2 | $202K | Buy |
+881
| New | +$202K | 0.15% | 70 |
|
|
2021
Q1 | – | Sell |
-880
| Closed | -$173K | – | 142 |
|
|
2020
Q4 | $173K | Buy |
880
+1
| +0.1% | +$197 | 0.12% | 69 |
|
|
2020
Q3 | $132K | Hold |
879
| – | – | 0.09% | 74 |
|
|
2020
Q2 | $126K | Buy |
879
+1
| +0.1% | +$143 | 0.1% | 74 |
|
|
2020
Q1 | $100K | Sell |
878
-275
| -24% | -$31.3K | 0.09% | 74 |
|
|
2019
Q4 | $191K | Buy |
+1,153
| New | +$191K | 0.16% | 61 |
|