Bleakley 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 | $6.65M | Buy |
30,839
+314
| +1% | +$67.8K | 0.17% | 118 |
|
|
2025
Q1 | $6.09M | Sell |
30,525
-1,116
| -4% | -$223K | 0.2% | 102 |
|
|
2024
Q4 | $6.99M | Sell |
31,641
-48
| -0.2% | -$10.6K | 0.21% | 78 |
|
|
2024
Q3 | $7M | Sell |
31,689
-751
| -2% | -$166K | 0.21% | 79 |
|
|
2024
Q2 | $6.58M | Sell |
32,440
-2,131
| -6% | -$432K | 0.19% | 106 |
|
|
2024
Q1 | $7.27M | Sell |
34,571
-417
| -1% | -$87.7K | 0.21% | 88 |
|
|
2023
Q4 | $7.02M | Buy |
34,988
+14,624
| +72% | +$2.94M | 0.22% | 83 |
|
|
2023
Q3 | $3.6M | Sell |
20,364
-764
| -4% | -$135K | 0.13% | 149 |
|
|
2023
Q2 | $3.96M | Sell |
21,128
-3,218
| -13% | -$603K | 0.12% | 152 |
|
|
2023
Q1 | $4.34M | Sell |
24,346
-4,038
| -14% | -$720K | 0.15% | 130 |
|
|
2022
Q4 | $4.95M | Buy |
+28,384
| New | +$4.95M | 0.18% | 110 |
|