Benjamin Edwards Inc’s iShares Russell 2000 ETF IWM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.59M | Sell |
11,989
-23
| -0.2% | -$4.96K | 0.03% | 410 |
|
|
2025
Q1 | $2.4M | Buy |
12,012
+2,900
| +32% | +$579K | 0.03% | 380 |
|
|
2024
Q4 | $2.01M | Buy |
9,112
+777
| +9% | +$172K | 0.03% | 437 |
|
|
2024
Q3 | $1.84M | Buy |
8,335
+8,164
| +4,774% | +$1.8M | 0.03% | 450 |
|
|
2024
Q2 | $35K | Sell |
171
-40
| -19% | -$8.19K | 0.01% | 532 |
|
|
2024
Q1 | $44K | Buy |
211
+17
| +9% | +$3.55K | 0.01% | 501 |
|
|
2023
Q4 | $39K | Buy |
194
+46
| +31% | +$9.25K | 0.01% | 490 |
|
|
2023
Q3 | $26K | Sell |
148
-23
| -13% | -$4.04K | 0.01% | 518 |
|
|
2023
Q2 | $32K | Buy |
171
+8
| +5% | +$1.5K | 0.01% | 504 |
|
|
2023
Q1 | $29K | Buy |
163
+54
| +50% | +$9.61K | 0.01% | 510 |
|
|
2022
Q4 | $19K | Buy |
109
+1
| +0.9% | +$174 | 0.01% | 519 |
|
|
2022
Q3 | $18K | Buy |
108
+21
| +24% | +$3.5K | 0.01% | 513 |
|
|
2022
Q2 | $15K | Sell |
87
-150
| -63% | -$25.9K | ﹤0.01% | 546 |
|
|
2022
Q1 | $49K | Buy |
237
+175
| +282% | +$36.2K | 0.01% | 455 |
|
|
2021
Q4 | $14K | Buy |
+62
| New | +$14K | ﹤0.01% | 553 |
|