1776 Wealth’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $216K | Buy |
+1,000
| New | +$216K | 0.09% | 137 |
|
|
2025
Q1 | – | Sell |
-1,000
| Closed | -$221K | – | 139 |
|
|
2024
Q4 | $221K | Hold |
1,000
| – | – | 0.1% | 133 |
|
|
2024
Q3 | $221K | Hold |
1,000
| – | – | 0.1% | 135 |
|
|
2024
Q2 | $203K | Hold |
1,000
| – | – | 0.09% | 140 |
|
|
2024
Q1 | $210K | Hold |
1,000
| – | – | 0.1% | 127 |
|
|
2023
Q4 | $201K | Buy |
+1,000
| New | +$201K | 0.1% | 128 |
|
|
2022
Q2 | – | Sell |
-1,000
| Closed | -$205K | – | 129 |
|
|
2022
Q1 | $205K | Hold |
1,000
| – | – | 0.12% | 123 |
|
|
2021
Q4 | $222K | Hold |
1,000
| – | – | 0.12% | 118 |
|
|
2021
Q3 | $219K | Hold |
1,000
| – | – | 0.12% | 112 |
|
|
2021
Q2 | $229K | Hold |
1,000
| – | – | 0.13% | 109 |
|
|
2021
Q1 | $221K | Sell |
1,000
-100
| -9% | -$22.1K | 0.14% | 105 |
|
|
2020
Q4 | $216K | Buy |
+1,100
| New | +$216K | 0.14% | 103 |
|
|
2020
Q3 | – | Sell |
-700
| Closed | -$100K | – | 210 |
|
|
2020
Q2 | $100K | Buy |
+700
| New | +$100K | 0.07% | 143 |
|