Berger Financial Group’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 | $268K | Sell |
1,244
-9
| -0.7% | -$1.94K | 0.02% | 353 |
|
|
2025
Q1 | $250K | Buy |
1,253
+70
| +6% | +$14K | 0.02% | 368 |
|
|
2024
Q4 | $261K | Buy |
+1,183
| New | +$261K | 0.02% | 348 |
|
|
2024
Q3 | – | Sell |
-1,638
| Closed | -$332K | – | 393 |
|
|
2024
Q2 | $332K | Buy |
1,638
+635
| +63% | +$129K | 0.03% | 263 |
|
|
2024
Q1 | $211K | Buy |
+1,003
| New | +$211K | 0.02% | 347 |
|
|
2023
Q3 | – | Sell |
-1,071
| Closed | -$201K | – | 284 |
|
|
2023
Q2 | $201K | Buy |
+1,071
| New | +$201K | 0.02% | 281 |
|
|
2023
Q1 | – | Sell |
-1,231
| Closed | -$215K | – | 279 |
|
|
2022
Q4 | $215K | Buy |
+1,231
| New | +$215K | 0.03% | 243 |
|
|
2022
Q2 | – | Sell |
-1,782
| Closed | -$366K | – | 266 |
|
|
2022
Q1 | $366K | Sell |
1,782
-146
| -8% | -$30K | 0.05% | 178 |
|
|
2021
Q4 | $429K | Buy |
1,928
+858
| +80% | +$191K | 0.06% | 166 |
|
|
2021
Q3 | $234K | Hold |
1,070
| – | – | 0.04% | 187 |
|
|
2021
Q2 | $245K | Hold |
1,070
| – | – | 0.04% | 181 |
|
|
2021
Q1 | $236K | Hold |
1,070
| – | – | 0.05% | 171 |
|
|
2020
Q4 | $210K | Buy |
+1,070
| New | +$210K | 0.04% | 196 |
|