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Bouchey Financial Group’s iShares Russell 2000 ETF IWM Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$2.73M Hold
12,630
0.23% 31
2025
Q1
$2.52M Sell
12,630
-729
-5% -$145K 0.23% 33
2024
Q4
$2.95M Sell
13,359
-337
-2% -$74.5K 0.26% 31
2024
Q3
$3.03M Sell
13,696
-28
-0.2% -$6.19K 0.27% 30
2024
Q2
$2.78M Buy
13,724
+1
+0% +$203 0.26% 30
2024
Q1
$2.89M Sell
13,723
-23
-0.2% -$4.84K 0.28% 31
2023
Q4
$2.76M Buy
13,746
+130
+1% +$26.1K 0.3% 32
2023
Q3
$2.41M Buy
13,616
+488
+4% +$86.3K 0.3% 29
2023
Q2
$2.46M Sell
13,128
-69
-0.5% -$12.9K 0.3% 28
2023
Q1
$2.35M Sell
13,197
-426
-3% -$76K 0.31% 29
2022
Q4
$2.38M Hold
13,623
0.34% 28
2022
Q3
$2.25M Hold
13,623
0.33% 29
2022
Q2
$2.31M Hold
13,623
0.37% 27
2022
Q1
$2.8M Sell
13,623
-92
-0.7% -$18.9K 0.38% 26
2021
Q4
$3.05M Sell
13,715
-462
-3% -$103K 0.41% 30
2021
Q3
$3.1M Buy
14,177
+25
+0.2% +$5.47K 0.43% 27
2021
Q2
$3.25M Buy
14,152
+140
+1% +$32.1K 0.52% 20
2021
Q1
$3.1M Sell
14,012
-81
-0.6% -$17.9K 0.5% 22
2020
Q4
$2.76M Buy
14,093
+843
+6% +$165K 0.47% 22
2020
Q3
$1.99M Buy
13,250
+54
+0.4% +$8.09K 0.38% 25
2020
Q2
$1.89M Buy
13,196
+129
+1% +$18.5K 0.4% 23
2020
Q1
$1.5M Hold
13,067
0.4% 24
2019
Q4
$2.17M Sell
13,067
-433
-3% -$71.7K 0.49% 24
2019
Q3
$2.04M Hold
13,500
0.49% 25
2019
Q2
$2.1M Buy
13,500
+255
+2% +$39.6K 0.51% 25
2019
Q1
$2.03M Buy
13,245
+450
+4% +$68.9K 0.51% 26
2018
Q4
$1.71M Sell
12,795
-289
-2% -$38.7K 0.49% 31
2018
Q3
$2.21M Sell
13,084
-50
-0.4% -$8.43K 0.54% 26
2018
Q2
$2.15M Hold
13,134
0.58% 27
2018
Q1
$1.99M Sell
13,134
-745
-5% -$113K 0.57% 26
2017
Q4
$2.12M Hold
13,879
0.61% 27
2017
Q3
$2.06M Buy
13,879
+289
+2% +$42.8K 0.64% 27
2017
Q2
$1.92M Sell
13,590
-65
-0.5% -$9.16K 0.61% 28
2017
Q1
$1.88M Sell
13,655
-335
-2% -$46K 0.65% 29
2016
Q4
$1.89M Buy
13,990
+65
+0.5% +$8.77K 0.78% 26
2016
Q3
$1.73M Sell
13,925
-969
-7% -$120K 0.68% 30
2016
Q2
$1.71M Hold
14,894
0.69% 31
2016
Q1
$1.65M Hold
14,894
0.7% 30
2015
Q4
$1.68M Sell
14,894
-810
-5% -$91.2K 0.72% 28
2015
Q3
$1.72M Buy
15,704
+570
+4% +$62.2K 0.83% 28
2015
Q2
$1.89M Buy
15,134
+400
+3% +$50K 0.81% 29
2015
Q1
$1.83M Hold
14,734
0.82% 29
2014
Q4
$1.76M Sell
14,734
-772
-5% -$92.3K 0.83% 31
2014
Q3
$1.7M Sell
15,506
-450
-3% -$49.2K 0.86% 35
2014
Q2
$1.9M Sell
15,956
-2,695
-14% -$320K 1.02% 33
2014
Q1
$2.17M Sell
18,651
-735
-4% -$85.5K 1.32% 27
2013
Q4
$2.27M Buy
+19,386
New +$2.27M 1.6% 24