Brady Family Wealth’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 | $959K | Sell |
4,443
-375
| -8% | -$80.9K | 0.3% | 62 |
|
|
2025
Q1 | $961K | Sell |
4,818
-512
| -10% | -$102K | 0.31% | 63 |
|
|
2024
Q4 | $1.18M | Buy |
5,330
+173
| +3% | +$38.2K | 0.36% | 62 |
|
|
2024
Q3 | $1.14M | Buy |
5,157
+1
| +0% | +$221 | 0.34% | 62 |
|
|
2024
Q2 | $1.05M | Sell |
5,156
-501
| -9% | -$102K | 0.34% | 61 |
|
|
2024
Q1 | $1.19M | Buy |
5,657
+9
| +0.2% | +$1.89K | 0.39% | 60 |
|
|
2023
Q4 | $1.13M | Buy |
5,648
+27
| +0.5% | +$5.42K | 0.39% | 59 |
|
|
2023
Q3 | $993K | Hold |
5,621
| – | – | 0.38% | 60 |
|
|
2023
Q2 | $1.05M | Buy |
5,621
+10
| +0.2% | +$1.87K | 0.39% | 58 |
|
|
2023
Q1 | $1M | Buy |
5,611
+12
| +0.2% | +$2.14K | 0.4% | 60 |
|
|
2022
Q4 | $976K | Buy |
+5,599
| New | +$976K | 0.4% | 61 |
|