Atwood & Palmer’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 | – | Sell |
-240
| Closed | -$47.9K | – | 518 |
|
|
2025
Q1 | $47.9K | Hold |
240
| – | – | ﹤0.01% | 226 |
|
|
2024
Q4 | $53K | Hold |
240
| – | – | ﹤0.01% | 218 |
|
|
2024
Q3 | $53K | Hold |
240
| – | – | ﹤0.01% | 224 |
|
|
2024
Q2 | $48.7K | Sell |
240
-240
| -50% | -$48.7K | ﹤0.01% | 227 |
|
|
2024
Q1 | $101K | Hold |
480
| – | – | 0.01% | 181 |
|
|
2023
Q4 | $96.3K | Hold |
480
| – | – | 0.01% | 190 |
|
|
2023
Q3 | $84.8K | Hold |
480
| – | – | 0.01% | 182 |
|
|
2023
Q2 | $89.9K | Buy |
+480
| New | +$89.9K | 0.01% | 195 |
|
|
2019
Q2 | – | Sell |
-450
| Closed | -$69K | – | 322 |
|
|
2019
Q1 | $69K | Hold |
450
| – | – | 0.01% | 167 |
|
|
2018
Q4 | $60K | Sell |
450
-400
| -47% | -$53.3K | 0.01% | 167 |
|
|
2018
Q3 | $143K | Hold |
850
| – | – | 0.02% | 139 |
|
|
2018
Q2 | $139K | Hold |
850
| – | – | 0.02% | 140 |
|
|
2018
Q1 | $129K | Hold |
850
| – | – | 0.02% | 141 |
|
|
2017
Q4 | $130K | Hold |
850
| – | – | 0.02% | 143 |
|
|
2017
Q3 | $126K | Sell |
850
-2,079
| -71% | -$308K | 0.02% | 142 |
|
|
2017
Q2 | $413K | Sell |
2,929
-1,200
| -29% | -$169K | 0.06% | 92 |
|
|
2017
Q1 | $568K | Buy |
+4,129
| New | +$568K | 0.09% | 79 |
|
|
2016
Q1 | – | Sell |
-393
| Closed | -$44K | – | 349 |
|
|
2015
Q4 | $44K | Hold |
393
| – | – | 0.01% | 208 |
|
|
2015
Q3 | $43K | Sell |
393
-35
| -8% | -$3.83K | 0.01% | 199 |
|
|
2015
Q2 | $53K | Hold |
428
| – | – | 0.01% | 184 |
|
|
2015
Q1 | $53K | Sell |
428
-913
| -68% | -$113K | 0.01% | 182 |
|
|
2014
Q4 | $161K | Sell |
1,341
-313
| -19% | -$37.6K | 0.03% | 138 |
|
|
2014
Q3 | $181K | Buy |
1,654
+313
| +23% | +$34.3K | 0.03% | 131 |
|
|
2014
Q2 | $159K | Buy |
+1,341
| New | +$159K | 0.04% | 128 |
|