BCGM Wealth Management’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 | $288K | Buy |
1,335
+1
| +0.1% | +$216 | 0.08% | 139 |
|
|
2025
Q1 | $266K | Buy |
1,334
+2
| +0.2% | +$399 | 0.08% | 136 |
|
|
2024
Q4 | $294K | Buy |
1,332
+2
| +0.2% | +$442 | 0.09% | 130 |
|
|
2024
Q3 | $294K | Buy |
1,330
+2
| +0.2% | +$442 | 0.1% | 131 |
|
|
2024
Q2 | $269K | Buy |
1,328
+2
| +0.2% | +$406 | 0.09% | 131 |
|
|
2024
Q1 | $279K | Sell |
1,326
-578
| -30% | -$122K | 0.1% | 121 |
|
|
2023
Q4 | $382K | Buy |
+1,904
| New | +$382K | 0.16% | 92 |
|