ABLE Financial Group’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 | $444K | Sell |
2,056
-443
| -18% | -$95.6K | 0.11% | 127 |
|
|
2025
Q1 | $499K | Sell |
2,499
-138
| -5% | -$27.5K | 0.14% | 102 |
|
|
2024
Q4 | $583K | Sell |
2,637
-45
| -2% | -$9.94K | 0.17% | 91 |
|
|
2024
Q3 | $592K | Sell |
2,682
-162
| -6% | -$35.8K | 0.18% | 86 |
|
|
2024
Q2 | $577K | Sell |
2,844
-463
| -14% | -$93.9K | 0.21% | 82 |
|
|
2024
Q1 | $695K | Sell |
3,307
-244
| -7% | -$51.3K | 0.27% | 67 |
|
|
2023
Q4 | $713K | Buy |
+3,551
| New | +$713K | 0.31% | 61 |
|
|
2023
Q3 | – | Sell |
-1,749
| Closed | -$328K | – | 151 |
|
|
2023
Q2 | $328K | Sell |
1,749
-735
| -30% | -$138K | 0.17% | 99 |
|
|
2023
Q1 | $443K | Buy |
+2,484
| New | +$443K | 0.29% | 74 |
|