Brendel Financial Advisors’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
Q1 | – | Sell |
-3,441
| Closed | -$760K | – | 100 |
|
|
2024
Q4 | $760K | Sell |
3,441
-32
| -0.9% | -$7.07K | 0.46% | 51 |
|
|
2024
Q3 | $767K | Sell |
3,473
-129
| -4% | -$28.5K | 0.43% | 52 |
|
|
2024
Q2 | $731K | Buy |
+3,602
| New | +$731K | 0.46% | 54 |
|
|
2024
Q1 | – | Sell |
-3,876
| Closed | -$778K | – | 78 |
|
|
2023
Q4 | $778K | Buy |
+3,876
| New | +$778K | 0.51% | 49 |
|
|
2021
Q3 | – | Sell |
-170
| Closed | -$39K | – | 172 |
|
|
2021
Q2 | $39K | Buy |
+170
| New | +$39K | 0.02% | 183 |
|