Auour 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 | $2.74M | Sell |
12,700
-887
| -7% | -$191K | 0.94% | 26 |
|
|
2025
Q1 | $2.65M | Sell |
13,587
-5,352
| -28% | -$1.04M | 0.96% | 25 |
|
|
2024
Q4 | $4.29M | Sell |
18,939
-56
| -0.3% | -$12.7K | 1.5% | 21 |
|
|
2024
Q3 | $4.21M | Sell |
18,995
-346
| -2% | -$76.7K | 1.5% | 22 |
|
|
2024
Q2 | $3.92M | Buy |
19,341
+509
| +3% | +$103K | 1.46% | 22 |
|
|
2024
Q1 | $3.96M | Buy |
18,832
+572
| +3% | +$120K | 1.46% | 22 |
|
|
2023
Q4 | $3.58M | Buy |
18,260
+267
| +1% | +$52.3K | 1.41% | 22 |
|
|
2023
Q3 | $3.09M | Buy |
17,993
+1,394
| +8% | +$239K | 1.3% | 25 |
|
|
2023
Q2 | $3.11M | Buy |
+16,599
| New | +$3.11M | 1.32% | 23 |
|