VitalStone Financial’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
Q3 | $48K | Buy |
217
+3
| +1% | +$663 | 0.03% | 173 |
|
|
2024
Q2 | $43.4K | Buy |
214
+6
| +3% | +$1.22K | 0.03% | 176 |
|
|
2024
Q1 | $44K | Buy |
208
+30
| +17% | +$6.35K | 0.03% | 178 |
|
|
2023
Q4 | $36K | Buy |
178
+97
| +120% | +$19.6K | 0.03% | 181 |
|
|
2023
Q3 | $14K | Sell |
81
-143
| -64% | -$24.7K | 0.01% | 222 |
|
|
2023
Q2 | $39K | Buy |
+224
| New | +$39K | 0.02% | 396 |
|
|
2023
Q1 | – | Sell |
-42
| Closed | -$7K | – | 434 |
|
|
2022
Q4 | $7K | Buy |
+42
| New | +$7K | ﹤0.01% | 383 |
|