Atlas Brown’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 | $932K | Buy |
4,321
+1
| +0% | +$216 | 0.3% | 84 |
|
2025
Q1 | $862K | Sell |
4,320
-73
| -2% | -$14.6K | 0.3% | 86 |
|
2024
Q4 | $971K | Sell |
4,393
-27
| -0.6% | -$5.97K | 0.33% | 80 |
|
2024
Q3 | $976K | Buy |
4,420
+62
| +1% | +$13.7K | 0.34% | 79 |
|
2024
Q2 | $884K | Buy |
4,358
+101
| +2% | +$20.5K | 0.32% | 85 |
|
2024
Q1 | $895K | Buy |
4,257
+1,104
| +35% | +$232K | 0.33% | 84 |
|
2023
Q4 | $633K | Buy |
3,153
+23
| +0.7% | +$4.62K | 0.26% | 100 |
|
2023
Q3 | $553K | Buy |
3,130
+22
| +0.7% | +$3.89K | 0.25% | 102 |
|
2023
Q2 | $582K | Buy |
3,108
+21
| +0.7% | +$3.93K | 0.26% | 104 |
|
2023
Q1 | $551K | Sell |
3,087
-35
| -1% | -$6.25K | 0.25% | 107 |
|
2022
Q4 | $544K | Buy |
3,122
+2
| +0.1% | +$349 | 0.27% | 103 |
|
2022
Q3 | $515K | Buy |
3,120
+2
| +0.1% | +$330 | 0.26% | 109 |
|
2022
Q2 | $528K | Buy |
3,118
+1
| +0% | +$169 | 0.25% | 112 |
|
2022
Q1 | $640K | Buy |
3,117
+496
| +19% | +$102K | 0.26% | 113 |
|
2021
Q4 | $583K | Buy |
2,621
+23
| +0.9% | +$5.12K | 0.23% | 121 |
|
2021
Q3 | $568K | Buy |
2,598
+182
| +8% | +$39.8K | 0.25% | 119 |
|
2021
Q2 | $554K | Buy |
2,416
+64
| +3% | +$14.7K | 0.24% | 115 |
|
2021
Q1 | $520K | Buy |
2,352
+140
| +6% | +$31K | 0.25% | 111 |
|
2020
Q4 | $434K | Buy |
+2,212
| New | +$434K | 0.22% | 113 |
|
2020
Q1 | – | Sell |
-1,778
| Closed | -$295K | – | 147 |
|
2019
Q4 | $295K | Hold |
1,778
| – | – | 0.18% | 124 |
|
2019
Q3 | $269K | Buy |
1,778
+1
| +0.1% | +$151 | 0.19% | 123 |
|
2019
Q2 | $276K | Hold |
1,777
| – | – | 0.19% | 125 |
|
2019
Q1 | $272K | Sell |
1,777
-636
| -26% | -$97.4K | 0.19% | 118 |
|
2018
Q4 | $323K | Hold |
2,413
| – | – | 0.25% | 96 |
|
2018
Q3 | $407K | Hold |
2,413
| – | – | 0.25% | 98 |
|
2018
Q2 | $408K | Hold |
2,413
| – | – | 0.1% | 97 |
|
2018
Q1 | $366K | Buy |
+2,413
| New | +$366K | 0.07% | 103 |
|
2015
Q1 | – | Sell |
-7,397
| Closed | -$885K | – | 113 |
|
2014
Q4 | $885K | Buy |
7,397
+54
| +0.7% | +$6.46K | 0.24% | 42 |
|
2014
Q3 | $803K | Sell |
7,343
-257
| -3% | -$28.1K | 0.3% | 42 |
|
2014
Q2 | $903K | Hold |
7,600
| – | – | 0.45% | 33 |
|
2014
Q1 | $884K | Buy |
+7,600
| New | +$884K | 0.48% | 31 |
|
2013
Q3 | – | Sell |
-8,838
| Closed | -$857K | – | 83 |
|
2013
Q2 | $857K | Buy |
+8,838
| New | +$857K | 0.18% | 59 |
|