SFG
StrategIQ Financial Group’s iShares Russell 2000 ETF IWM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $13.7M | Buy |
68,496
+7,735
| +13% | +$1.55M | 1.55% | 15 |
|
|
2023
Q3 | $10.7M | Buy |
60,761
+3,006
| +5% | +$531K | 1.24% | 21 |
|
|
2023
Q2 | $10.8M | Buy |
57,755
+1,670
| +3% | +$313K | 1.23% | 23 |
|
|
2023
Q1 | $10M | Buy |
56,085
+2,906
| +5% | +$518K | 1.15% | 26 |
|
|
2022
Q4 | $9.27M | Buy |
53,179
+5,468
| +11% | +$953K | 1.07% | 26 |
|
|
2022
Q3 | $7.87M | Buy |
47,711
+11,536
| +32% | +$1.9M | 1% | 25 |
|
|
2022
Q2 | $6.13M | Buy |
36,175
+4,028
| +13% | +$682K | 0.74% | 34 |
|
|
2022
Q1 | $6.6M | Buy |
32,147
+1,214
| +4% | +$249K | 0.72% | 35 |
|
|
2021
Q4 | $6.88M | Buy |
30,933
+26,813
| +651% | +$5.96M | 0.69% | 35 |
|
|
2021
Q3 | $901K | Buy |
4,120
+310
| +8% | +$67.8K | 0.18% | 106 |
|
|
2021
Q2 | $874K | Buy |
3,810
+162
| +4% | +$37.2K | 0.17% | 111 |
|
|
2021
Q1 | $806K | Buy |
3,648
+1,235
| +51% | +$273K | 0.17% | 110 |
|
|
2020
Q4 | $473K | Buy |
2,413
+209
| +9% | +$41K | 0.11% | 143 |
|
|
2020
Q3 | $330K | Sell |
2,204
-186
| -8% | -$27.8K | 0.08% | 153 |
|
|
2020
Q2 | $342K | Sell |
2,390
-1,005
| -30% | -$144K | 0.09% | 147 |
|
|
2020
Q1 | $389K | Sell |
3,395
-48
| -1% | -$5.5K | 0.12% | 133 |
|
|
2019
Q4 | $570K | Sell |
3,443
-505
| -13% | -$83.6K | 0.15% | 127 |
|
|
2019
Q3 | $598K | Sell |
3,948
-96
| -2% | -$14.5K | 0.17% | 118 |
|
|
2019
Q2 | $629K | Buy |
4,044
+1,232
| +44% | +$192K | 0.18% | 112 |
|
|
2019
Q1 | $430K | Sell |
2,812
-173
| -6% | -$26.5K | 0.13% | 131 |
|
|
2018
Q4 | $400K | Buy |
2,985
+562
| +23% | +$75.3K | 0.14% | 132 |
|
|
2018
Q3 | $408K | Buy |
+2,423
| New | +$408K | 0.13% | 127 |
|