626 Financial’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 | $1.41M | Sell |
6,529
-62
| -0.9% | -$13.4K | 0.66% | 27 |
|
|
2025
Q1 | $1.31M | Sell |
6,591
-90
| -1% | -$18K | 0.68% | 25 |
|
|
2024
Q4 | $1.48M | Buy |
6,681
+1,441
| +28% | +$318K | 0.8% | 24 |
|
|
2024
Q3 | $1.16M | Buy |
5,240
+8
| +0.2% | +$1.77K | 0.64% | 29 |
|
|
2024
Q2 | $1.06M | Buy |
5,232
+4
| +0.1% | +$812 | 0.61% | 30 |
|
|
2024
Q1 | $1.1M | Sell |
5,228
-399
| -7% | -$83.9K | 0.66% | 28 |
|
|
2023
Q4 | $1.13M | Sell |
5,627
-1,387
| -20% | -$278K | 0.75% | 25 |
|
|
2023
Q3 | $1.24M | Sell |
7,014
-68
| -1% | -$12K | 0.84% | 23 |
|
|
2023
Q2 | $1.33M | Buy |
7,082
+103
| +1% | +$19.3K | 0.85% | 24 |
|
|
2023
Q1 | $1.25M | Sell |
6,979
-313
| -4% | -$55.8K | 0.82% | 27 |
|
|
2022
Q4 | $1.27M | Sell |
7,292
-62
| -0.8% | -$10.8K | 0.88% | 29 |
|
|
2022
Q3 | $1.21M | Sell |
7,354
-582
| -7% | -$96K | 0.98% | 26 |
|
|
2022
Q2 | $1.34M | Buy |
7,936
+1,156
| +17% | +$195K | 1.01% | 21 |
|
|
2022
Q1 | $1.39M | Sell |
6,780
-4,245
| -39% | -$872K | 0.89% | 23 |
|
|
2021
Q4 | $2.45M | Buy |
+11,025
| New | +$2.45M | 1.5% | 16 |
|
|
2021
Q1 | $1.39M | Buy |
+6,780
| New | +$1.39M | 0.89% | 23 |
|