Wealthstreet Investment Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-7,067
| Closed | -$1.56M | – | 209 |
|
|
2021
Q1 | $1.56M | Sell |
7,067
-1,065
| -13% | -$235K | 0.15% | 135 |
|
|
2020
Q4 | $1.59M | Buy |
+8,132
| New | +$1.59M | 0.16% | 130 |
|
|
2020
Q3 | – | Sell |
-3,603
| Closed | -$516K | – | 344 |
|
|
2020
Q2 | $516K | Sell |
3,603
-25
| -0.7% | -$3.58K | 0.06% | 207 |
|
|
2020
Q1 | $415K | Sell |
3,628
-40
| -1% | -$4.58K | 0.06% | 211 |
|
|
2019
Q4 | $608K | Buy |
3,668
+770
| +27% | +$128K | 0.07% | 212 |
|
|
2019
Q3 | $455K | Sell |
2,898
-300
| -9% | -$47.1K | 0.06% | 232 |
|
|
2019
Q2 | $497K | Sell |
3,198
-188
| -6% | -$29.2K | 0.06% | 225 |
|
|
2019
Q1 | $519K | Buy |
3,386
+148
| +5% | +$22.7K | 0.07% | 221 |
|
|
2018
Q4 | $475K | Buy |
3,238
+500
| +18% | +$73.3K | 0.07% | 222 |
|
|
2018
Q3 | $461K | Buy |
2,738
+1,190
| +77% | +$200K | 0.06% | 246 |
|
|
2018
Q2 | $254K | Buy |
+1,548
| New | +$254K | 0.03% | 304 |
|