ARQ Wealth Advisors’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 | $490K | Hold |
2,458
| – | – | 0.17% | 72 |
|
|
2025
Q1 | $490K | Buy |
2,458
+139
| +6% | +$27.7K | 0.18% | 67 |
|
|
2024
Q4 | $512K | Sell |
2,319
-15
| -0.6% | -$3.31K | 0.19% | 66 |
|
|
2024
Q3 | $514K | Sell |
2,334
-103
| -4% | -$22.7K | 0.19% | 62 |
|
|
2024
Q2 | $494K | Buy |
2,437
+415
| +21% | +$84.2K | 0.21% | 59 |
|
|
2024
Q1 | $425K | Buy |
2,022
+990
| +96% | +$208K | 0.18% | 62 |
|
|
2023
Q4 | $207K | Buy |
+1,032
| New | +$207K | 0.12% | 65 |
|