SWM
Sugarloaf Wealth Management’s iShares Russell 2000 ETF IWM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $962K | Sell |
4,355
-11
| -0.3% | -$2.43K | 0.18% | 60 |
|
|
2024
Q3 | $964K | Sell |
4,366
-551
| -11% | -$122K | 0.18% | 59 |
|
|
2024
Q2 | $998K | Buy |
4,917
+572
| +13% | +$116K | 0.2% | 55 |
|
|
2024
Q1 | $914K | Buy |
4,345
+3
| +0.1% | +$631 | 0.19% | 57 |
|
|
2023
Q4 | $872K | Sell |
4,342
-113
| -3% | -$22.7K | 0.21% | 59 |
|
|
2023
Q3 | $787K | Hold |
4,455
| – | – | 0.2% | 61 |
|
|
2023
Q2 | $834K | Sell |
4,455
-97
| -2% | -$18.2K | 0.2% | 59 |
|
|
2023
Q1 | $812K | Sell |
4,552
-104
| -2% | -$18.6K | 0.2% | 56 |
|
|
2022
Q4 | $812K | Sell |
4,656
-1
| -0% | -$174 | 0.2% | 53 |
|
|
2022
Q3 | $768K | Buy |
4,657
+442
| +10% | +$72.9K | 0.2% | 56 |
|
|
2022
Q2 | $714K | Buy |
4,215
+273
| +7% | +$46.2K | 0.18% | 54 |
|
|
2022
Q1 | $809K | Sell |
3,942
-747
| -16% | -$153K | 0.19% | 50 |
|
|
2021
Q4 | $1.04M | Buy |
4,689
+306
| +7% | +$68.1K | 0.25% | 44 |
|
|
2021
Q3 | $959K | Buy |
4,383
+95
| +2% | +$20.8K | 0.25% | 46 |
|
|
2021
Q2 | $983K | Buy |
4,288
+4,239
| +8,651% | +$972K | 0.27% | 45 |
|
|
2021
Q1 | $922 | Sell |
49
-3,665
| -99% | -$69K | 0.28% | 46 |
|
|
2020
Q4 | $728K | Sell |
3,714
-22
| -0.6% | -$4.31K | 0.24% | 53 |
|
|
2020
Q3 | $560K | Sell |
3,736
-50
| -1% | -$7.5K | 0.2% | 59 |
|
|
2020
Q2 | $542K | Buy |
3,786
+5
| +0.1% | +$716 | 0.21% | 59 |
|
|
2020
Q1 | $433K | Buy |
3,781
+3
| +0.1% | +$344 | 0.19% | 68 |
|
|
2019
Q4 | $626K | Buy |
+3,778
| New | +$626K | 0.27% | 67 |
|