WMS
Wealth Management Solutions’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 |
-1,299
| Closed | -$232K | – | 89 |
|
|
2023
Q1 | $232K | Sell |
1,299
-2,218
| -63% | -$396K | 0.13% | 77 |
|
|
2022
Q4 | $613K | Buy |
+3,517
| New | +$613K | 0.32% | 38 |
|
|
2022
Q2 | – | Sell |
-1,265
| Closed | -$260K | – | 102 |
|
|
2022
Q1 | $260K | Sell |
1,265
-588
| -32% | -$121K | 0.14% | 92 |
|
|
2021
Q4 | $412K | Buy |
+1,853
| New | +$412K | 0.21% | 72 |
|