Unionview LLC’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $4.94M | Buy |
22,337
+59
| +0.3% | +$13K | 3.62% | 10 |
|
|
2024
Q3 | $4.92M | Buy |
22,278
+67
| +0.3% | +$14.8K | 3.83% | 8 |
|
|
2024
Q2 | $4.51M | Buy |
22,211
+32
| +0.1% | +$6.49K | 3.68% | 8 |
|
|
2024
Q1 | $4.66M | Buy |
22,179
+7
| +0% | +$1.47K | 3.86% | 8 |
|
|
2023
Q4 | $4.45M | Sell |
22,172
-480
| -2% | -$96.3K | 4% | 6 |
|
|
2023
Q3 | $4M | Buy |
22,652
+35
| +0.2% | +$6.19K | 3.78% | 8 |
|
|
2023
Q2 | $4.24M | Sell |
22,617
-146
| -0.6% | -$27.3K | 3.87% | 7 |
|
|
2023
Q1 | $4.06M | Sell |
22,763
-448
| -2% | -$79.9K | 3.81% | 7 |
|
|
2022
Q4 | $4.05M | Buy |
23,211
+186
| +0.8% | +$32.4K | 4.05% | 6 |
|
|
2022
Q3 | $3.8M | Buy |
23,025
+34
| +0.1% | +$5.61K | 4.33% | 6 |
|
|
2022
Q2 | $3.89M | Sell |
22,991
-224
| -1% | -$37.9K | 4.35% | 6 |
|
|
2022
Q1 | $4.77M | Buy |
23,215
+1,034
| +5% | +$212K | 4.45% | 6 |
|
|
2021
Q4 | $4.93M | Buy |
+22,181
| New | +$4.93M | 4.61% | 6 |
|