1900 Wealth Management’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 | $1.14M | Sell |
5,280
-214
| -4% | -$46.2K | 0.09% | 89 |
|
|
2025
Q1 | $1.1M | Sell |
5,494
-41
| -0.7% | -$8.18K | 0.09% | 92 |
|
|
2024
Q4 | $1.22M | Sell |
5,535
-5
| -0.1% | -$1.11K | 0.1% | 87 |
|
|
2024
Q3 | $1.22M | Buy |
5,540
+5
| +0.1% | +$1.1K | 0.1% | 86 |
|
|
2024
Q2 | $1.12M | Sell |
5,535
-489
| -8% | -$99.2K | 0.11% | 91 |
|
|
2024
Q1 | $1.27M | Buy |
6,024
+258
| +4% | +$54.3K | 0.12% | 96 |
|
|
2023
Q4 | $1.16M | Sell |
5,766
-1,148
| -17% | -$230K | 0.11% | 128 |
|
|
2023
Q3 | $1.22M | Buy |
6,914
+57
| +0.8% | +$10.1K | 0.12% | 121 |
|
|
2023
Q2 | $1.28M | Sell |
6,857
-1,925
| -22% | -$361K | 0.13% | 108 |
|
|
2023
Q1 | $1.53M | Sell |
8,782
-91
| -1% | -$15.9K | 0.16% | 97 |
|
|
2022
Q4 | $1.55M | Buy |
8,873
+1,678
| +23% | +$293K | 0.17% | 95 |
|
|
2022
Q3 | $1.19M | Buy |
7,195
+280
| +4% | +$46.2K | 0.14% | 105 |
|
|
2022
Q2 | $1.17M | Sell |
6,915
-1,216
| -15% | -$206K | 0.13% | 104 |
|
|
2022
Q1 | $1.67M | Sell |
8,131
-1,507
| -16% | -$309K | 0.16% | 93 |
|
|
2021
Q4 | $2.14M | Sell |
9,638
-327
| -3% | -$72.7K | 0.19% | 82 |
|
|
2021
Q3 | $2.18M | Sell |
9,965
-50
| -0.5% | -$10.9K | 0.21% | 83 |
|
|
2021
Q2 | $2.3M | Buy |
10,015
+254
| +3% | +$58.3K | 0.22% | 73 |
|
|
2021
Q1 | $2.16K | Sell |
9,761
-656
| -6% | -$145 | 0.16% | 65 |
|
|
2020
Q4 | $2.04M | Buy |
+10,417
| New | +$2.04M | 0.24% | 64 |
|