Westwind Capital’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 | $131K | Sell |
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|
2023
Q2 | $148K | Hold |
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|
2023
Q1 | $141K | Buy |
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|
2022
Q4 | $110K | Buy |
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|
2022
Q3 | $83K | Hold |
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|
2022
Q2 | $85K | Hold |
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|
2022
Q1 | $103K | Hold |
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|
2021
Q4 | $112K | Hold |
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|
2021
Q3 | $110K | Hold |
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|
2021
Q2 | $115K | Sell |
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|
2021
Q1 | $121K | Buy |
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|
2020
Q4 | $102K | Sell |
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|
2020
Q3 | $209K | Hold |
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|
2020
Q2 | $200K | Sell |
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|
2020
Q1 | $160K | Buy |
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|
2019
Q4 | $116K | Buy |
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|
2019
Q3 | $81K | Hold |
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|
2019
Q2 | $84K | Hold |
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|
2019
Q1 | $82K | Hold |
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|
2018
Q4 | $72K | Hold |
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|
2018
Q3 | $91K | Hold |
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|
2018
Q2 | $88K | Hold |
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|
2018
Q1 | $82K | Hold |
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|
2017
Q4 | $82K | Buy |
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