Abound 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 | $68.8K | Sell |
319
-11
| -3% | -$2.37K | 0.02% | 165 |
|
|
2025
Q1 | $65.8K | Sell |
330
-82
| -20% | -$16.4K | 0.02% | 151 |
|
|
2024
Q4 | $90.9K | Sell |
412
-22
| -5% | -$4.86K | 0.03% | 114 |
|
|
2024
Q3 | $96K | Buy |
434
+29
| +7% | +$6.41K | 0.03% | 109 |
|
|
2024
Q2 | $82.2K | Sell |
405
-8
| -2% | -$1.63K | 0.03% | 105 |
|
|
2024
Q1 | $86.9K | Buy |
413
+174
| +73% | +$36.6K | 0.03% | 100 |
|
|
2023
Q4 | $47.9K | Sell |
239
-10
| -4% | -$2K | 0.02% | 154 |
|
|
2023
Q3 | $44.1K | Buy |
249
+131
| +111% | +$23.2K | 0.02% | 146 |
|
|
2023
Q2 | $22.1K | Sell |
118
-26
| -18% | -$4.88K | 0.01% | 207 |
|
|
2023
Q1 | $25.8K | Buy |
144
+26
| +22% | +$4.65K | 0.01% | 178 |
|
|
2022
Q4 | $20.6K | Hold |
118
| – | – | 0.01% | 191 |
|
|
2022
Q3 | $19.4K | Hold |
118
| – | – | 0.01% | 193 |
|
|
2022
Q2 | $19.9K | Buy |
118
+1
| +0.9% | +$169 | 0.01% | 81 |
|
|
2022
Q1 | $24.1K | Hold |
117
| – | – | 0.02% | 77 |
|
|
2021
Q4 | $26.1K | Buy |
+117
| New | +$26.1K | 0.02% | 75 |
|