Stevard LLC’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
Q4 | $264K | Buy |
1,195
+36
| +3% | +$7.96K | 0.99% | 21 |
|
|
2024
Q3 | $256K | Sell |
1,159
-100
| -8% | -$22.1K | 1.04% | 20 |
|
|
2024
Q2 | $255K | Buy |
1,259
+101
| +9% | +$20.5K | 0.22% | 51 |
|
|
2024
Q1 | $244K | Hold |
1,158
| – | – | 0.22% | 49 |
|
|
2023
Q4 | $232K | Buy |
1,158
+1
| +0.1% | +$201 | 0.23% | 50 |
|
|
2023
Q3 | $204K | Buy |
1,157
+77
| +7% | +$13.6K | 0.21% | 43 |
|
|
2023
Q2 | $202K | Buy |
+1,080
| New | +$202K | 0.19% | 44 |
|
|
2020
Q2 | – | Sell |
-2,616
| Closed | -$299K | – | 162 |
|
|
2020
Q1 | $299K | Hold |
2,616
| – | – | 0.19% | 46 |
|
|
2019
Q4 | $433K | Buy |
+2,616
| New | +$433K | 0.27% | 35 |
|