Bell Bank’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 | $285K | Sell |
1,322
-110
| -8% | -$23.7K | 0.01% | 178 |
|
|
2025
Q1 | $286K | Buy |
1,432
+53
| +4% | +$10.6K | 0.02% | 167 |
|
|
2024
Q4 | $305K | Hold |
1,379
| – | – | 0.02% | 158 |
|
|
2024
Q3 | $305K | Hold |
1,379
| – | – | 0.04% | 150 |
|
|
2024
Q2 | $280K | Hold |
1,379
| – | – | 0.02% | 167 |
|
|
2024
Q1 | $290K | Buy |
1,379
+368
| +36% | +$77.4K | 0.02% | 166 |
|
|
2023
Q4 | $203K | Sell |
1,011
-136
| -12% | -$27.3K | 0.02% | 171 |
|
|
2023
Q3 | $203K | Sell |
1,147
-820
| -42% | -$145K | 0.02% | 176 |
|
|
2023
Q2 | $368K | Buy |
1,967
+820
| +71% | +$154K | 0.04% | 149 |
|
|
2023
Q1 | $205K | Buy |
+1,147
| New | +$205K | 0.02% | 184 |
|