Titus Wealth Management’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
Q2 | $4.02M | Buy |
23,728
+1,899
| +9% | +$322K | 2.01% | 12 |
|
|
2022
Q1 | $4.48M | Buy |
21,829
+1,569
| +8% | +$322K | 2.02% | 12 |
|
|
2021
Q4 | $4.51M | Buy |
20,260
+1,886
| +10% | +$420K | 2.03% | 12 |
|
|
2021
Q3 | $396K | Buy |
18,374
+582
| +3% | +$12.5K | 0.21% | 85 |
|
|
2021
Q2 | $4.08M | Buy |
17,792
+469
| +3% | +$108K | 2.21% | 13 |
|
|
2021
Q1 | $3.83M | Buy |
17,323
+1,836
| +12% | +$406K | 2.24% | 13 |
|
|
2020
Q4 | $3.04M | Buy |
15,487
+1,137
| +8% | +$223K | 1.86% | 15 |
|
|
2020
Q3 | $2.15M | Buy |
14,350
+451
| +3% | +$67.5K | 1.53% | 15 |
|
|
2020
Q2 | $1.99M | Sell |
13,899
-263
| -2% | -$37.7K | 1.57% | 17 |
|
|
2020
Q1 | $1.62M | Sell |
14,162
-128
| -0.9% | -$14.7K | 1.53% | 15 |
|
|
2019
Q4 | $2.37M | Buy |
14,290
+126
| +0.9% | +$20.9K | 2.37% | 10 |
|
|
2019
Q3 | $2.14M | Buy |
14,164
+943
| +7% | +$143K | 1.96% | 12 |
|
|
2019
Q2 | $2.06M | Sell |
13,221
-1,092
| -8% | -$170K | 2.03% | 11 |
|
|
2019
Q1 | $2.19K | Sell |
14,313
-1,661
| -10% | -$254 | 1.93% | 11 |
|
|
2018
Q4 | $2.14K | Sell |
15,974
-418
| -3% | -$56 | 1.82% | 12 |
|
|
2018
Q3 | $2.76M | Buy |
16,392
+1,752
| +12% | +$295K | 2.38% | 11 |
|
|
2018
Q2 | $2.4M | Buy |
14,640
+217
| +2% | +$35.5K | 2.56% | 11 |
|
|
2018
Q1 | $2.19M | Hold |
14,423
| – | – | 2.1% | 13 |
|
|
2017
Q4 | $2.2M | Buy |
+14,423
| New | +$2.2M | 2.48% | 13 |
|