Bennett Associates 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 | $4.55M | Buy |
21,065
+1,249
| +6% | +$270K | 3.5% | 11 |
|
|
2025
Q1 | $3.95M | Sell |
19,816
-73
| -0.4% | -$14.6K | 3.26% | 11 |
|
|
2024
Q4 | $4.39M | Buy |
19,889
+1,209
| +6% | +$267K | 3.65% | 10 |
|
|
2024
Q3 | $4.13M | Sell |
18,680
-1,249
| -6% | -$276K | 3.38% | 10 |
|
|
2024
Q2 | $4.04M | Buy |
19,929
+449
| +2% | +$91.1K | 3.64% | 9 |
|
|
2024
Q1 | $4.1M | Sell |
19,480
-7,280
| -27% | -$1.53M | 3.7% | 9 |
|
|
2023
Q4 | $5.37M | Buy |
+26,760
| New | +$5.37M | 5.24% | 6 |
|