Blackston Financial Advisory 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 | $568K | Sell |
2,631
-1,030
| -28% | -$222K | 0.26% | 66 |
|
|
2025
Q1 | $730K | Sell |
3,661
-370
| -9% | -$73.8K | 0.37% | 48 |
|
|
2024
Q4 | $891K | Sell |
4,031
-121
| -3% | -$26.7K | 0.44% | 34 |
|
|
2024
Q3 | $917K | Buy |
+4,152
| New | +$917K | 0.47% | 31 |
|
|
2022
Q2 | – | Sell |
-1,789
| Closed | -$391K | – | 100 |
|
|
2022
Q1 | $391K | Buy |
+1,789
| New | +$391K | 0.26% | 51 |
|