Spotlight Asset 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $374K | Hold |
1,842
| – | – | 0.26% | 56 |
|
|
2024
Q1 | $387K | Hold |
1,842
| – | – | 0.28% | 51 |
|
|
2023
Q4 | $326K | Hold |
1,842
| – | – | 0.3% | 45 |
|
|
2023
Q3 | $326K | Hold |
1,842
| – | – | 0.3% | 45 |
|
|
2023
Q2 | $345K | Hold |
1,842
| – | – | 0.31% | 46 |
|
|
2023
Q1 | $318K | Buy |
+1,842
| New | +$318K | 0.32% | 57 |
|
|
2022
Q3 | $318K | Buy |
+1,842
| New | +$318K | 0.32% | 57 |
|
|
2021
Q3 | $362K | Sell |
1,654
-560
| -25% | -$123K | 0.18% | 81 |
|
|
2021
Q2 | $508K | Sell |
2,214
-9,472
| -81% | -$2.17M | 0.2% | 72 |
|
|
2021
Q1 | $2.58M | Buy |
11,686
+10,144
| +658% | +$2.24M | 0.97% | 20 |
|
|
2020
Q4 | $302K | Hold |
1,542
| – | – | 0.11% | 106 |
|
|
2020
Q3 | $231K | Hold |
1,542
| – | – | 0.09% | 123 |
|
|
2020
Q2 | $221K | Buy |
+1,542
| New | +$221K | 0.09% | 120 |
|