BFC
Bedel Financial Consulting’s iShares Russell 2000 ETF IWM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.6M | Sell |
12,027
-635
| -5% | -$137K | 0.35% | 37 |
|
|
2025
Q1 | $2.49M | Sell |
12,662
-993
| -7% | -$195K | 0.36% | 35 |
|
|
2024
Q4 | $3.13M | Buy |
13,655
+1,431
| +12% | +$328K | 0.44% | 31 |
|
|
2024
Q3 | $2.7M | Buy |
12,224
+549
| +5% | +$121K | 0.38% | 29 |
|
|
2024
Q2 | $2.37M | Sell |
11,675
-202
| -2% | -$41K | 0.35% | 31 |
|
|
2024
Q1 | $2.5M | Buy |
11,877
+408
| +4% | +$85.8K | 0.39% | 28 |
|
|
2023
Q4 | $2.3M | Buy |
11,469
+1,518
| +15% | +$305K | 0.42% | 28 |
|
|
2023
Q3 | $1.76M | Buy |
9,951
+1,067
| +12% | +$189K | 0.36% | 35 |
|
|
2023
Q2 | $1.66M | Buy |
8,884
+1,398
| +19% | +$262K | 0.35% | 38 |
|
|
2023
Q1 | $1.34M | Buy |
7,486
+662
| +10% | +$118K | 0.33% | 46 |
|
|
2022
Q4 | $1.19M | Buy |
6,824
+600
| +10% | +$105K | 0.3% | 52 |
|
|
2022
Q3 | $1.12M | Buy |
6,224
+1,166
| +23% | +$209K | 0.3% | 51 |
|
|
2022
Q2 | $857K | Sell |
5,058
-391
| -7% | -$66.2K | 0.25% | 52 |
|
|
2022
Q1 | $1.12M | Buy |
5,449
+1,286
| +31% | +$264K | 0.35% | 41 |
|
|
2021
Q4 | $926K | Buy |
4,163
+37
| +0.9% | +$8.23K | 0.29% | 55 |
|
|
2021
Q3 | $903K | Hold |
4,126
| – | – | 0.31% | 48 |
|
|
2021
Q2 | $946K | Buy |
4,126
+234
| +6% | +$53.7K | 0.33% | 46 |
|
|
2021
Q1 | $860K | Buy |
3,892
+70
| +2% | +$15.5K | 0.33% | 47 |
|
|
2020
Q4 | $749K | Buy |
3,822
+4
| +0.1% | +$784 | 0.33% | 47 |
|
|
2020
Q3 | $572K | Buy |
3,818
+70
| +2% | +$10.5K | 0.29% | 56 |
|
|
2020
Q2 | $537K | Buy |
3,748
+174
| +5% | +$24.9K | 0.29% | 54 |
|
|
2020
Q1 | $409K | Buy |
3,574
+1,302
| +57% | +$149K | 0.27% | 61 |
|
|
2019
Q4 | $376K | Buy |
2,272
+176
| +8% | +$29.1K | 0.21% | 83 |
|
|
2019
Q3 | $317K | Hold |
2,096
| – | – | 0.19% | 98 |
|
|
2019
Q2 | $326K | Buy |
2,096
+70
| +3% | +$10.9K | 0.2% | 96 |
|
|
2019
Q1 | $310K | Buy |
2,026
+53
| +3% | +$8.11K | 0.2% | 91 |
|
|
2018
Q4 | $264K | Buy |
1,973
+4
| +0.2% | +$535 | 0.19% | 96 |
|
|
2018
Q3 | $312K | Sell |
1,969
-148
| -7% | -$23.5K | 0.21% | 94 |
|
|
2018
Q2 | $347K | Hold |
2,117
| – | – | 0.26% | 81 |
|
|
2018
Q1 | $321K | Buy |
2,117
+3
| +0.1% | +$455 | 0.24% | 85 |
|
|
2017
Q4 | $322K | Buy |
+2,114
| New | +$322K | 0.29% | 81 |
|