Brewster Financial Planning’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 | $17M | Buy |
78,994
+5,119
| +7% | +$1.1M | 11.5% | 5 |
|
|
2025
Q1 | $14.7M | Buy |
73,875
+1,448
| +2% | +$289K | 10.89% | 5 |
|
|
2024
Q4 | $16M | Buy |
72,427
+1,509
| +2% | +$333K | 12.12% | 4 |
|
|
2024
Q3 | $15.7M | Buy |
70,918
+214
| +0.3% | +$47.3K | 12.15% | 4 |
|
|
2024
Q2 | $14.3M | Buy |
70,704
+769
| +1% | +$156K | 12.07% | 4 |
|
|
2024
Q1 | $14.7M | Sell |
69,935
-303
| -0.4% | -$63.7K | 12.65% | 4 |
|
|
2023
Q4 | $14.1M | Buy |
70,238
+951
| +1% | +$191K | 12.75% | 4 |
|
|
2023
Q3 | $12.2M | Buy |
69,287
+247
| +0.4% | +$43.7K | 12.26% | 4 |
|
|
2023
Q2 | $12.9M | Buy |
69,040
+660
| +1% | +$124K | 12.49% | 4 |
|
|
2023
Q1 | $12.2M | Buy |
68,380
+438
| +0.6% | +$78.1K | 12.24% | 5 |
|
|
2022
Q4 | $11.8M | Buy |
67,942
+2,825
| +4% | +$493K | 12.55% | 5 |
|
|
2022
Q3 | $10.7M | Buy |
65,117
+133
| +0.2% | +$21.9K | 12.55% | 5 |
|
|
2022
Q2 | $11M | Buy |
64,984
+8
| +0% | +$1.36K | 12.22% | 5 |
|
|
2022
Q1 | $13.3M | Buy |
64,976
+385
| +0.6% | +$79K | 12.83% | 3 |
|
|
2021
Q4 | $14.4M | Buy |
+64,591
| New | +$14.4M | 13.07% | 3 |
|