Washburn Capital Management’s iShares Russell 2000 ETF IWM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
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|
2023
Q3 | $457K | Sell |
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|
2023
Q2 | $507K | Sell |
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|
2023
Q1 | $537K | Buy |
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|
2022
Q4 | $387K | Sell |
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|
2022
Q3 | $413K | Hold |
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|
2022
Q2 | $424K | Sell |
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|
2022
Q1 | $718K | Sell |
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|
2021
Q4 | $813K | Sell |
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|
2021
Q3 | $813K | Sell |
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|
2021
Q2 | $853K | Buy |
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|
2021
Q1 | $599K | Buy |
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|
2020
Q4 | $511K | Sell |
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|
2020
Q3 | $407K | Sell |
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|
2020
Q2 | $475K | Buy |
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|
2020
Q1 | $343K | Sell |
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|
2019
Q4 | $634K | Buy |
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