Bernardo Wealth Planning’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 | – | Sell |
-1,325
| Closed | -$264K | – | 123 |
|
|
2025
Q1 | $264K | Hold |
1,325
| – | – | 0.06% | 97 |
|
|
2024
Q4 | $287K | Buy |
+1,325
| New | +$287K | 0.07% | 90 |
|
|
2021
Q1 | – | Sell |
-1,779
| Closed | -$348K | – | 109 |
|
|
2020
Q4 | $348K | Buy |
1,779
+5
| +0.3% | +$978 | 0.13% | 123 |
|
|
2020
Q3 | $265K | Sell |
1,774
-7
| -0.4% | -$1.05K | 0.12% | 128 |
|
|
2020
Q2 | $255K | Sell |
1,781
-93
| -5% | -$13.3K | 0.14% | 119 |
|
|
2020
Q1 | $214K | Sell |
1,874
-847
| -31% | -$96.7K | 0.15% | 123 |
|
|
2019
Q4 | $450K | Sell |
2,721
-136
| -5% | -$22.5K | 0.27% | 86 |
|
|
2019
Q3 | $432K | Sell |
2,857
-20
| -0.7% | -$3.02K | 0.31% | 83 |
|
|
2019
Q2 | $447K | Sell |
2,877
-60
| -2% | -$9.32K | 0.35% | 76 |
|
|
2019
Q1 | $450K | Hold |
2,937
| – | – | 0.36% | 73 |
|
|
2018
Q4 | $393K | Buy |
+2,937
| New | +$393K | 0.35% | 73 |
|