Arvest Investments’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 | $511K | Buy |
2,368
+113
| +5% | +$24.4K | 0.08% | 134 |
|
|
2025
Q1 | $450K | Sell |
2,255
-74
| -3% | -$14.8K | 0.07% | 127 |
|
|
2024
Q4 | $515K | Sell |
2,329
-829
| -26% | -$183K | 0.08% | 125 |
|
|
2024
Q3 | $698K | Sell |
3,158
-291
| -8% | -$64.3K | 0.11% | 122 |
|
|
2024
Q2 | $700K | Sell |
3,449
-58
| -2% | -$11.8K | 0.11% | 118 |
|
|
2024
Q1 | $738K | Sell |
3,507
-176
| -5% | -$37K | 0.12% | 115 |
|
|
2023
Q4 | $739K | Buy |
+3,683
| New | +$739K | 0.12% | 109 |
|