180 Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $366K | Buy |
1,695
+124
| +8% | +$26.8K | 0.05% | 294 |
|
|
2025
Q1 | $313K | Buy |
1,571
+72
| +5% | +$14.4K | 0.05% | 312 |
|
|
2024
Q4 | $331K | Buy |
1,499
+9
| +0.6% | +$1.99K | 0.05% | 302 |
|
|
2024
Q3 | $329K | Buy |
1,490
+54
| +4% | +$11.9K | 0.05% | 316 |
|
|
2024
Q2 | $302K | Buy |
1,436
+71
| +5% | +$15K | 0.05% | 317 |
|
|
2024
Q1 | $287K | Buy |
+1,365
| New | +$287K | 0.05% | 304 |
|
|
2022
Q2 | – | Sell |
-1,137
| Closed | -$229K | – | 385 |
|
|
2022
Q1 | $229K | Buy |
1,137
+10
| +0.9% | +$2.01K | 0.05% | 328 |
|
|
2021
Q4 | $222K | Hold |
1,127
| – | – | 0.05% | 333 |
|
|
2021
Q3 | $254K | Buy |
+1,127
| New | +$254K | 0.06% | 309 |
|