WMA
Wealth Management Associates’s iShares Russell 2000 ETF IWM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-1,526
| Closed | -$306K | – | 211 |
|
|
2023
Q4 | $306K | Buy |
+1,526
| New | +$306K | 0.16% | 138 |
|
|
2022
Q1 | – | Sell |
-1,428
| Closed | -$318K | – | 195 |
|
|
2021
Q4 | $318K | Sell |
1,428
-336
| -19% | -$74.7K | 0.17% | 150 |
|
|
2021
Q3 | $386K | Sell |
1,764
-185
| -9% | -$40.5K | 0.23% | 116 |
|
|
2021
Q2 | $447K | Buy |
1,949
+1,022
| +110% | +$234K | 0.25% | 107 |
|
|
2021
Q1 | $205K | Buy |
+927
| New | +$205K | 0.13% | 177 |
|
|
2019
Q2 | – | Sell |
-3,563
| Closed | -$545K | – | 101 |
|
|
2019
Q1 | $545K | Buy |
+3,563
| New | +$545K | 0.59% | 41 |
|