UFA
US Financial Advisors’s iShares Russell 2000 ETF IWM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-2,231
| Closed | -$493K | – | 104 |
|
|
2021
Q1 | $493K | Buy |
+2,231
| New | +$493K | 0.14% | 81 |
|
|
2016
Q2 | – | Sell |
-446
| Closed | -$49K | – | 210 |
|
|
2016
Q1 | $49K | Sell |
446
-512
| -53% | -$56.3K | 0.09% | 92 |
|
|
2015
Q4 | $108K | Buy |
958
+311
| +48% | +$35.1K | 0.1% | 87 |
|
|
2015
Q3 | $71K | Buy |
647
+19
| +3% | +$2.09K | 0.12% | 87 |
|
|
2015
Q2 | $78K | Buy |
628
+178
| +40% | +$22.1K | 0.07% | 81 |
|
|
2015
Q1 | $56K | Buy |
450
+64
| +17% | +$7.96K | 0.05% | 103 |
|
|
2014
Q4 | $46K | Buy |
+386
| New | +$46K | 0.04% | 113 |
|