Bradley & Co Private Wealth Management’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 | $21.6K | Hold |
100
| – | – | 0.01% | 101 |
|
|
2025
Q1 | $19.9K | Hold |
100
| – | – | 0.01% | 99 |
|
|
2024
Q4 | $22.1K | Buy |
+100
| New | +$22.1K | 0.01% | 97 |
|
|
2024
Q2 | $20.3K | Sell |
100
-211
| -68% | -$42.8K | 0.02% | 100 |
|
|
2024
Q1 | $65.4K | Sell |
311
-72
| -19% | -$15.1K | 0.05% | 58 |
|
|
2023
Q4 | $76.9K | Sell |
383
-50
| -12% | -$10K | 0.07% | 48 |
|
|
2023
Q3 | $76.5K | Hold |
433
| – | – | 0.08% | 44 |
|
|
2023
Q2 | $81.1K | Hold |
433
| – | – | 0.08% | 44 |
|
|
2023
Q1 | $77.2K | Buy |
+433
| New | +$77.2K | 0.08% | 42 |
|