Virginia National Bank’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
Q3 | – | Sell |
-1,085
| Closed | -$203K | – | 40 |
|
|
2023
Q2 | $203K | Buy |
+1,085
| New | +$203K | 0.7% | 42 |
|
|
2023
Q1 | – | Sell |
-1,162
| Closed | -$203K | – | 40 |
|
|
2022
Q4 | $203K | Sell |
1,162
-554
| -32% | -$96.6K | 0.75% | 38 |
|
|
2022
Q3 | $283K | Sell |
1,716
-6,544
| -79% | -$1.08M | 0.9% | 34 |
|
|
2022
Q2 | $1.4M | Sell |
8,260
-430
| -5% | -$72.8K | 2.19% | 16 |
|
|
2022
Q1 | $1.78M | Buy |
+8,690
| New | +$1.78M | 2.04% | 16 |
|