TWM
Tanglewood Wealth Management’s iShares Russell 2000 ETF IWM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-55,923
| Closed | -$11M | – | 22 |
|
|
2020
Q4 | $11M | Buy |
+55,923
| New | +$11M | 2.31% | 10 |
|
|
2017
Q1 | – | Sell |
-122,754
| Closed | -$16.6M | – | 13 |
|
|
2016
Q4 | $16.6M | Buy |
122,754
+102,060
| +493% | +$13.8M | 5.7% | 9 |
|
|
2016
Q3 | $2.57M | Buy |
+20,694
| New | +$2.57M | 0.92% | 11 |
|