Aberdeen 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 | $136K | Buy |
+630
| New | +$136K | 0.09% | 145 |
|
|
2025
Q1 | – | Sell |
-820
| Closed | -$181K | – | 170 |
|
|
2024
Q4 | $181K | Hold |
820
| – | – | 0.12% | 144 |
|
|
2024
Q3 | $181K | Buy |
820
+110
| +15% | +$24.3K | 0.12% | 146 |
|
|
2024
Q2 | $144K | Hold |
710
| – | – | 0.1% | 147 |
|
|
2024
Q1 | $149K | Hold |
710
| – | – | 0.09% | 151 |
|
|
2023
Q4 | $143K | Hold |
710
| – | – | 0.1% | 144 |
|
|
2023
Q3 | $125K | Hold |
710
| – | – | 0.09% | 143 |
|
|
2023
Q2 | $133K | Hold |
710
| – | – | 0.1% | 142 |
|
|
2023
Q1 | $127K | Hold |
710
| – | – | 0.09% | 143 |
|
|
2022
Q4 | $124K | Hold |
710
| – | – | 0.09% | 143 |
|
|
2022
Q3 | $117K | Hold |
710
| – | – | 0.1% | 136 |
|
|
2022
Q2 | $120K | Hold |
710
| – | – | 0.1% | 140 |
|
|
2022
Q1 | $146K | Hold |
710
| – | – | 0.1% | 146 |
|
|
2021
Q4 | $158K | Buy |
+710
| New | +$158K | 0.1% | 144 |
|
|
2021
Q2 | – | Sell |
-710
| Closed | -$157K | – | 140 |
|
|
2021
Q1 | $157K | Hold |
710
| – | – | 0.12% | 132 |
|
|
2020
Q4 | $139K | Hold |
710
| – | – | 0.1% | 136 |
|
|
2020
Q3 | $106K | Buy |
+710
| New | +$106K | 0.1% | 122 |
|
|
2020
Q1 | – | Sell |
-520
| Closed | -$86K | – | 132 |
|
|
2019
Q4 | $86K | Buy |
+520
| New | +$86K | 0.06% | 137 |
|