Surevest’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $300K | Buy |
1,817
+996
| +121% | +$164K | 0.08% | 125 |
|
|
2022
Q2 | $139K | Buy |
821
+647
| +372% | +$110K | 0.04% | 153 |
|
|
2022
Q1 | $36K | Sell |
174
-180
| -51% | -$37.2K | 0.01% | 203 |
|
|
2021
Q4 | $79K | Buy |
+354
| New | +$79K | 0.02% | 159 |
|
|
2019
Q1 | – | Sell |
-2,069
| Closed | -$277K | – | 131 |
|
|
2018
Q4 | $277K | Buy |
+2,069
| New | +$277K | 0.22% | 95 |
|