Bill Few Associates’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 | $770K | Hold |
3,570
| – | – | 0.22% | 85 |
|
|
2025
Q1 | $712K | Sell |
3,570
-45
| -1% | -$8.98K | 0.25% | 79 |
|
|
2024
Q4 | $799K | Hold |
3,615
| – | – | 0.28% | 73 |
|
|
2024
Q3 | $799K | Hold |
3,615
| – | – | 0.28% | 71 |
|
|
2024
Q2 | $733K | Hold |
3,615
| – | – | 0.28% | 71 |
|
|
2024
Q1 | $760K | Sell |
3,615
-144
| -4% | -$30.3K | 0.31% | 66 |
|
|
2023
Q4 | $754K | Buy |
3,759
+1,004
| +36% | +$202K | 0.34% | 63 |
|
|
2023
Q3 | $487K | Sell |
2,755
-373
| -12% | -$65.9K | 0.25% | 75 |
|
|
2023
Q2 | $586K | Buy |
3,128
+444
| +17% | +$83.1K | 0.3% | 68 |
|
|
2023
Q1 | $479K | Hold |
2,684
| – | – | 0.27% | 73 |
|
|
2022
Q4 | $468K | Hold |
2,684
| – | – | 0.28% | 72 |
|
|
2022
Q3 | $442K | Sell |
2,684
-12
| -0.4% | -$1.98K | 0.3% | 64 |
|
|
2022
Q2 | $457K | Buy |
2,696
+44
| +2% | +$7.46K | 0.29% | 67 |
|
|
2022
Q1 | $544K | Sell |
2,652
-245
| -8% | -$50.3K | 0.3% | 64 |
|
|
2021
Q4 | $644K | Buy |
+2,897
| New | +$644K | 0.33% | 56 |
|