WKWM
Walter & Keenan Wealth Management’s iShares Russell 2000 ETF IWM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-1,430
| Closed | -$255K | – | 146 |
|
|
2023
Q1 | $255K | Hold |
1,430
| – | – | 0.1% | 126 |
|
|
2022
Q4 | $249K | Buy |
+1,430
| New | +$249K | 0.1% | 128 |
|
|
2021
Q1 | – | Sell |
-2,600
| Closed | -$510K | – | 150 |
|
|
2020
Q4 | $510K | Hold |
2,600
| – | – | 0.18% | 94 |
|
|
2020
Q3 | $389K | Sell |
2,600
-275
| -10% | -$41.1K | 0.15% | 101 |
|
|
2020
Q2 | $412K | Sell |
2,875
-8,652
| -75% | -$1.24M | 0.17% | 96 |
|
|
2020
Q1 | $1.23M | Buy |
11,527
+8,850
| +331% | +$944K | 0.49% | 33 |
|
|
2019
Q4 | $443K | Hold |
2,677
| – | – | 0.17% | 98 |
|
|
2019
Q3 | $405K | Hold |
2,677
| – | – | 0.15% | 107 |
|
|
2019
Q2 | $416K | Hold |
2,677
| – | – | 0.18% | 94 |
|
|
2019
Q1 | $410K | Sell |
2,677
-1,076
| -29% | -$165K | 0.18% | 100 |
|
|
2018
Q4 | $503K | Buy |
3,753
+270
| +8% | +$36.2K | 0.23% | 83 |
|
|
2018
Q3 | $587 | Hold |
3,483
| – | – | 0.18% | 86 |
|
|
2018
Q2 | $570K | Buy |
3,483
+1,654
| +90% | +$271K | 0.25% | 87 |
|
|
2018
Q1 | $278K | Buy |
1,829
+285
| +18% | +$43.3K | 0.12% | 137 |
|
|
2017
Q4 | $235K | Buy |
+1,544
| New | +$235K | 0.1% | 156 |
|