VLC
Van Leeuwen & Company’s iShares Russell 2000 ETF IWM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $501K | Buy |
2,383
+460
| +24% | +$96.7K | 0.25% | 68 |
|
|
2023
Q4 | $386K | Sell |
1,923
-20,637
| -91% | -$4.14M | 0.22% | 71 |
|
|
2023
Q3 | $3.99M | Sell |
22,560
-6,379
| -22% | -$1.13M | 2.48% | 12 |
|
|
2023
Q2 | $5.43M | Sell |
28,939
-1,801
| -6% | -$338K | 3.41% | 8 |
|
|
2023
Q1 | $5.48M | Sell |
30,740
-6,477
| -17% | -$1.16M | 3.68% | 7 |
|
|
2022
Q4 | $6.49M | Sell |
37,217
-3,123
| -8% | -$545K | 4.49% | 2 |
|
|
2022
Q3 | $6.65M | Buy |
40,340
+39,038
| +2,998% | +$6.44M | 5.3% | 3 |
|
|
2022
Q2 | $221K | Buy |
+1,302
| New | +$221K | 0.19% | 51 |
|
|
2022
Q1 | – | Sell |
-35,969
| Closed | -$8M | – | 72 |
|
|
2021
Q4 | $8M | Buy |
35,969
+932
| +3% | +$207K | 4.49% | 6 |
|
|
2021
Q3 | $766K | Buy |
35,037
+27,557
| +368% | +$602K | 0.47% | 47 |
|
|
2021
Q2 | $1.73M | Buy |
7,480
+241
| +3% | +$55.8K | 1.03% | 32 |
|
|
2021
Q1 | $1.6M | Buy |
7,239
+186
| +3% | +$41.1K | 1.05% | 28 |
|
|
2020
Q4 | $1.38M | Buy |
+7,053
| New | +$1.38M | 0.93% | 34 |
|
|
2020
Q1 | – | Sell |
-2,220
| Closed | -$368K | – | 79 |
|
|
2019
Q4 | $368K | Sell |
2,220
-156
| -7% | -$25.9K | 0.31% | 61 |
|
|
2019
Q3 | $360K | Sell |
2,376
-1,129
| -32% | -$171K | 0.34% | 57 |
|
|
2019
Q2 | $545K | Sell |
3,505
-857
| -20% | -$133K | 0.49% | 56 |
|
|
2019
Q1 | $668K | Sell |
4,362
-18,133
| -81% | -$2.78M | 0.63% | 53 |
|
|
2018
Q4 | $3.01M | Buy |
22,495
+17,895
| +389% | +$2.4M | 3.01% | 7 |
|
|
2018
Q3 | $775K | Buy |
+4,600
| New | +$775K | 0.71% | 48 |
|