49 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 | $343K | Sell |
1,592
-96
| -6% | -$20.7K | 0.04% | 119 |
|
|
2025
Q1 | $337K | Buy |
1,688
+116
| +7% | +$23.1K | 0.04% | 128 |
|
|
2024
Q4 | $347K | Sell |
1,572
-191
| -11% | -$42.2K | 0.05% | 111 |
|
|
2024
Q3 | $389K | Sell |
1,763
-26,977
| -94% | -$5.96M | 0.06% | 98 |
|
|
2024
Q2 | $5.78M | Buy |
28,740
+27,385
| +2,021% | +$5.51M | 1.14% | 23 |
|
|
2024
Q1 | $282K | Sell |
1,355
-145
| -10% | -$30.2K | 0.06% | 89 |
|
|
2023
Q4 | $301K | Buy |
+1,500
| New | +$301K | 0.08% | 81 |
|