WWM
IWM icon

Willingdon Wealth Management’s iShares Russell 2000 ETF IWM Stock Holding History

Willingdon Wealth Management’s Portfolio IWM Stock Details IWM Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-125
Closed -$21K – 339
2019
Q4 		$21K Buy
+125
New +$21K ﹤0.01% 215
2019
Q2 		– Sell
-100
Closed -$15K – 342
2019
Q1 		$15K Buy
+100
New +$15K ﹤0.01% 229