Steigerwald Gordon & Koch’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 | – | Sell |
-964
| Closed | -$203K | – | 126 |
|
|
2024
Q1 | $203K | Buy |
+964
| New | +$203K | 0.03% | 121 |
|
|
2022
Q2 | – | Sell |
-1,014
| Closed | -$208K | – | 112 |
|
|
2022
Q1 | $208K | Sell |
1,014
-64
| -6% | -$13.1K | 0.03% | 112 |
|
|
2021
Q4 | $240K | Buy |
1,078
+58
| +6% | +$12.9K | 0.04% | 106 |
|
|
2021
Q3 | $223K | Sell |
1,020
-79
| -7% | -$17.3K | 0.04% | 107 |
|
|
2021
Q2 | $252K | Buy |
+1,099
| New | +$252K | 0.04% | 95 |
|