BG Investment Services’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 | $1.87M | Sell |
8,663
-3,934
| -31% | -$849K | 2.34% | 12 |
|
|
2025
Q1 | $2.51M | Sell |
12,597
-5,602
| -31% | -$1.12M | 2.71% | 10 |
|
|
2024
Q4 | $4.02M | Buy |
+18,199
| New | +$4.02M | 4.05% | 8 |
|
|
2022
Q4 | $4.73M | Buy |
27,136
+991
| +4% | +$173K | 5.16% | 7 |
|
|
2022
Q3 | $4.31M | Sell |
26,145
-720
| -3% | -$119K | 5.24% | 6 |
|
|
2022
Q2 | $4.55M | Buy |
26,865
+801
| +3% | +$136K | 5.01% | 6 |
|
|
2022
Q1 | $5.35M | Sell |
26,064
-2,285
| -8% | -$469K | 5.23% | 6 |
|
|
2021
Q4 | $6.31M | Buy |
+28,349
| New | +$6.31M | 5.69% | 7 |
|