Verus Financial Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-1,217
| Closed | -$207K | – | 104 |
|
|
2023
Q3 | $207K | Buy |
1,217
+6
| +0.5% | +$1.02K | 0.03% | 101 |
|
|
2023
Q2 | $236K | Buy |
1,211
+3
| +0.2% | +$585 | 0.03% | 95 |
|
|
2023
Q1 | $206K | Buy |
1,208
+4
| +0.3% | +$682 | 0.03% | 99 |
|
|
2022
Q4 | $230K | Buy |
1,204
+6
| +0.5% | +$1.15K | 0.03% | 90 |
|
|
2022
Q3 | $209K | Buy |
1,198
+1
| +0.1% | +$174 | 0.03% | 98 |
|
|
2022
Q2 | $218K | Sell |
1,197
-89
| -7% | -$16.2K | 0.03% | 91 |
|
|
2022
Q1 | $253K | Buy |
+1,286
| New | +$253K | 0.04% | 81 |
|
|
2020
Q4 | – | Sell |
-20,068
| Closed | -$3.01M | – | 140 |
|
|
2020
Q3 | $3.01M | Buy |
+20,068
| New | +$3.01M | 1.1% | 16 |
|