Advance Capital 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 | $973K | Sell |
4,511
-705
| -14% | -$152K | 0.04% | 60 |
|
|
2025
Q1 | $1.04M | Sell |
5,216
-1,227
| -19% | -$245K | 0.05% | 53 |
|
|
2024
Q4 | $1.42M | Buy |
6,443
+111
| +2% | +$24.5K | 0.07% | 42 |
|
|
2024
Q3 | $1.4M | Buy |
6,332
+2,850
| +82% | +$630K | 0.06% | 41 |
|
|
2024
Q2 | $706K | Buy |
3,482
+2,036
| +141% | +$413K | 0.03% | 66 |
|
|
2024
Q1 | $304K | Sell |
1,446
-56
| -4% | -$11.8K | 0.02% | 110 |
|
|
2023
Q4 | $302K | Sell |
1,502
-1,314
| -47% | -$264K | 0.02% | 95 |
|
|
2023
Q3 | $498K | Buy |
2,816
+184
| +7% | +$32.5K | 0.05% | 64 |
|
|
2023
Q2 | $493K | Buy |
2,632
+464
| +21% | +$86.9K | 0.06% | 60 |
|
|
2023
Q1 | $387K | Buy |
+2,168
| New | +$387K | 0.07% | 66 |
|