Abundance Wealth Counselors’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 | $4.2M | Sell |
19,454
-1,074
| -5% | -$232K | 0.79% | 21 |
|
|
2025
Q1 | $4.1M | Sell |
20,528
-1,349
| -6% | -$269K | 0.86% | 20 |
|
|
2024
Q4 | $4.83M | Buy |
21,877
+270
| +1% | +$59.7K | 1.05% | 16 |
|
|
2024
Q3 | $4.77M | Buy |
+21,607
| New | +$4.77M | 0.99% | 15 |
|
|
2024
Q2 | – | Sell |
-25,284
| Closed | -$5.32M | – | 105 |
|
|
2024
Q1 | $5.32M | Sell |
25,284
-154
| -0.6% | -$32.4K | 1.22% | 14 |
|
|
2023
Q4 | $5.11M | Sell |
25,438
-966
| -4% | -$194K | 1.33% | 13 |
|
|
2023
Q3 | $4.67M | Buy |
+26,404
| New | +$4.67M | 1.33% | 12 |
|
|
2023
Q2 | – | Sell |
-27,455
| Closed | -$4.9M | – | 103 |
|
|
2023
Q1 | $4.9M | Sell |
27,455
-601
| -2% | -$107K | 1.24% | 12 |
|
|
2022
Q4 | $4.89M | Sell |
28,056
-451
| -2% | -$78.6K | 1.33% | 12 |
|
|
2022
Q3 | $4.7M | Sell |
28,507
-344
| -1% | -$56.7K | 1.34% | 11 |
|
|
2022
Q2 | $4.89M | Sell |
28,851
-2,531
| -8% | -$429K | 1.32% | 11 |
|
|
2022
Q1 | $6.44M | Sell |
31,382
-768
| -2% | -$158K | 1.75% | 10 |
|
|
2021
Q4 | $7.15M | Buy |
+32,150
| New | +$7.15M | 1.83% | 10 |
|
|
2021
Q3 | – | Sell |
-33,184
| Closed | -$7.61M | – | 79 |
|
|
2021
Q2 | $7.61M | Sell |
33,184
-1,897
| -5% | -$435K | 1.97% | 7 |
|
|
2021
Q1 | $7.75M | Sell |
35,081
-1,929
| -5% | -$426K | 1.93% | 9 |
|
|
2020
Q4 | $7.26M | Sell |
37,010
-1,185
| -3% | -$232K | 1.82% | 10 |
|
|
2020
Q3 | $5.72M | Sell |
38,195
-1,614
| -4% | -$242K | 1.65% | 11 |
|
|
2020
Q2 | $5.7M | Buy |
39,809
+9,722
| +32% | +$1.39M | 1.73% | 11 |
|
|
2020
Q1 | $3.44M | Sell |
30,087
-610
| -2% | -$69.8K | 1.19% | 11 |
|
|
2019
Q4 | $5.09M | Sell |
30,697
-255
| -0.8% | -$42.2K | 1.42% | 12 |
|
|
2019
Q3 | $4.68M | Sell |
30,952
-50
| -0.2% | -$7.57K | 1.43% | 11 |
|
|
2019
Q2 | $4.82M | Sell |
31,002
-355
| -1% | -$55.2K | 1.5% | 10 |
|
|
2019
Q1 | $4.8M | Sell |
31,357
-486
| -2% | -$74.4K | 1.58% | 10 |
|
|
2018
Q4 | $4.26M | Buy |
+31,843
| New | +$4.26M | 1.57% | 10 |
|