BDFN
Bond & Devick Financial Network’s iShares Russell 2000 ETF IWM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $914K | Sell |
4,237
-152
| -3% | -$32.8K | 0.3% | 55 |
|
|
2025
Q1 | $876K | Sell |
4,389
-379
| -8% | -$75.6K | 0.32% | 55 |
|
|
2024
Q4 | $1.05M | Hold |
4,768
| – | – | 0.45% | 42 |
|
|
2024
Q3 | $1.05M | Hold |
4,768
| – | – | 0.45% | 42 |
|
|
2024
Q2 | $967K | Buy |
4,768
+1
| +0% | +$203 | 0.52% | 37 |
|
|
2024
Q1 | $1M | Hold |
4,767
| – | – | 0.54% | 35 |
|
|
2023
Q4 | $957K | Sell |
4,767
-281
| -6% | -$56.4K | 0.54% | 36 |
|
|
2023
Q3 | $892K | Buy |
5,048
+10
| +0.2% | +$1.77K | 0.57% | 34 |
|
|
2023
Q2 | $943K | Buy |
5,038
+57
| +1% | +$10.7K | 0.59% | 32 |
|
|
2023
Q1 | $889K | Buy |
4,981
+687
| +16% | +$123K | 0.57% | 32 |
|
|
2022
Q4 | $749K | Sell |
4,294
-143
| -3% | -$24.9K | 0.53% | 42 |
|
|
2022
Q3 | $732K | Sell |
4,437
-53
| -1% | -$8.74K | 0.61% | 37 |
|
|
2022
Q2 | $760K | Sell |
4,490
-467
| -9% | -$79K | 0.66% | 38 |
|
|
2022
Q1 | $1.02M | Buy |
4,957
+118
| +2% | +$24.2K | 0.81% | 30 |
|
|
2021
Q4 | $1.08M | Sell |
4,839
-127
| -3% | -$28.2K | 0.81% | 28 |
|
|
2021
Q3 | $1.09M | Sell |
4,966
-44
| -0.9% | -$9.62K | 0.9% | 23 |
|
|
2021
Q2 | $1.15M | Buy |
5,010
+40
| +0.8% | +$9.17K | 0.95% | 22 |
|
|
2021
Q1 | $1.1M | Sell |
4,970
-47
| -0.9% | -$10.4K | 1.02% | 23 |
|
|
2020
Q4 | $984K | Buy |
+5,017
| New | +$984K | 1.12% | 24 |
|