Stewardship Financial Advisors’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
Q1 | $29K | Hold |
132
| – | – | 0.01% | 77 |
|
|
2020
Q4 | $26K | Hold |
132
| – | – | 0.01% | 81 |
|
|
2020
Q3 | $20K | Hold |
132
| – | – | 0.01% | 70 |
|
|
2020
Q2 | $19K | Hold |
132
| – | – | 0.01% | 65 |
|
|
2020
Q1 | $15K | Hold |
132
| – | – | 0.01% | 52 |
|
|
2019
Q4 | $22K | Hold |
132
| – | – | 0.01% | 78 |
|
|
2019
Q3 | $20K | Hold |
132
| – | – | 0.01% | 64 |
|
|
2019
Q2 | $21K | Hold |
132
| – | – | 0.01% | 60 |
|
|
2019
Q1 | $20K | Sell |
132
-52
| -28% | -$7.88K | 0.01% | 61 |
|
|
2018
Q4 | $25K | Sell |
184
-41
| -18% | -$5.57K | 0.01% | 54 |
|
|
2018
Q3 | $38K | Buy |
+225
| New | +$38K | 0.02% | 60 |
|