Access Financial Services’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
Q1 | – | Sell |
-1,144
| Closed | -$253K | – | 108 |
|
|
2024
Q4 | $253K | Hold |
1,144
| – | – | 0.11% | 104 |
|
|
2024
Q3 | $253K | Buy |
+1,144
| New | +$253K | 0.12% | 99 |
|
|
2024
Q2 | – | Sell |
-1,220
| Closed | -$257K | – | 99 |
|
|
2024
Q1 | $257K | Buy |
+1,220
| New | +$257K | 0.11% | 93 |
|
|
2021
Q3 | – | Sell |
-1,114
| Closed | -$256K | – | 114 |
|
|
2021
Q2 | $256K | Hold |
1,114
| – | – | 0.12% | 113 |
|
|
2021
Q1 | $246K | Buy |
+1,114
| New | +$246K | 0.12% | 99 |
|
|
2020
Q1 | – | Sell |
-3,689
| Closed | -$611K | – | 71 |
|
|
2019
Q4 | $611K | Sell |
3,689
-1,594
| -30% | -$264K | 0.35% | 56 |
|
|
2019
Q3 | $800K | Sell |
5,283
-1,222
| -19% | -$185K | 0.57% | 43 |
|
|
2019
Q2 | $1.01M | Buy |
6,505
+1,594
| +32% | +$248K | 0.77% | 41 |
|
|
2019
Q1 | $752K | Sell |
4,911
-600
| -11% | -$91.9K | 0.59% | 41 |
|
|
2018
Q4 | $738K | Buy |
5,511
+3,733
| +210% | +$500K | 0.66% | 39 |
|
|
2018
Q3 | $300K | Hold |
1,778
| – | – | 0.21% | 59 |
|
|
2018
Q2 | $291K | Sell |
1,778
-85
| -5% | -$13.9K | 0.2% | 60 |
|
|
2018
Q1 | $283K | Hold |
1,863
| – | – | 0.21% | 62 |
|
|
2017
Q4 | $284K | Hold |
1,863
| – | – | 0.2% | 63 |
|
|
2017
Q3 | $276K | Hold |
1,863
| – | – | 0.21% | 62 |
|
|
2017
Q2 | $263K | Hold |
1,863
| – | – | 0.22% | 61 |
|
|
2017
Q1 | $256K | Buy |
+1,863
| New | +$256K | 0.22% | 61 |
|