Badgley Phelps Wealth Managers’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 | $7.92M | Buy |
36,683
+825
| +2% | +$178K | 0.18% | 116 |
|
|
2025
Q1 | $7.15M | Sell |
35,858
-1,083
| -3% | -$216K | 0.17% | 116 |
|
|
2024
Q4 | $8.16M | Buy |
36,941
+3,864
| +12% | +$854K | 0.19% | 111 |
|
|
2024
Q3 | $7.31M | Buy |
33,077
+2,200
| +7% | +$486K | 0.17% | 115 |
|
|
2024
Q2 | $6.26M | Sell |
30,877
-450
| -1% | -$91.3K | 0.16% | 111 |
|
|
2024
Q1 | $6.59M | Sell |
31,327
-5,894
| -16% | -$1.24M | 0.16% | 111 |
|
|
2023
Q4 | $7.47M | Buy |
37,221
+6,278
| +20% | +$1.26M | 0.2% | 106 |
|
|
2023
Q3 | $5.47M | Buy |
30,943
+610
| +2% | +$108K | 0.19% | 105 |
|
|
2023
Q2 | $5.68M | Sell |
30,333
-3,458
| -10% | -$648K | 0.19% | 108 |
|
|
2023
Q1 | $6.03M | Sell |
33,791
-99
| -0.3% | -$17.7K | 0.22% | 105 |
|
|
2022
Q4 | $5.91M | Buy |
33,890
+7,778
| +30% | +$1.36M | 0.24% | 103 |
|
|
2022
Q3 | $4.31M | Sell |
26,112
-705
| -3% | -$116K | 0.18% | 106 |
|
|
2022
Q2 | $4.54M | Buy |
26,817
+22
| +0.1% | +$3.73K | 0.19% | 107 |
|
|
2022
Q1 | $5.5M | Sell |
26,795
-1,150
| -4% | -$236K | 0.19% | 107 |
|
|
2021
Q4 | $6.22M | Buy |
27,945
+122
| +0.4% | +$27.1K | 0.2% | 109 |
|
|
2021
Q3 | $6.09M | Buy |
+27,823
| New | +$6.09M | 0.22% | 107 |
|