Broadview Financial 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 | $921K | Sell |
4,267
-59
| -1% | -$12.7K | 0.63% | 28 |
|
|
2025
Q1 | $863K | Sell |
4,326
-70
| -2% | -$14K | 0.64% | 26 |
|
|
2024
Q4 | $971K | Buy |
4,396
+64
| +1% | +$14.1K | 0.69% | 26 |
|
|
2024
Q3 | $957K | Sell |
4,332
-65
| -1% | -$14.4K | 0.65% | 28 |
|
|
2024
Q2 | $892K | Buy |
4,397
+12
| +0.3% | +$2.44K | 0.65% | 27 |
|
|
2024
Q1 | $922K | Sell |
4,385
-39
| -0.9% | -$8.2K | 0.67% | 27 |
|
|
2023
Q4 | $888K | Buy |
4,424
+37
| +0.8% | +$7.43K | 0.68% | 25 |
|
|
2023
Q3 | $775K | Hold |
4,387
| – | – | 0.72% | 24 |
|
|
2023
Q2 | $822K | Buy |
4,387
+12
| +0.3% | +$2.25K | 0.7% | 25 |
|
|
2023
Q1 | $781K | Sell |
4,375
-35
| -0.8% | -$6.24K | 0.68% | 25 |
|
|
2022
Q4 | $769K | Buy |
4,410
+39
| +0.9% | +$6.8K | 0.69% | 27 |
|
|
2022
Q3 | $721K | Sell |
4,371
-67
| -2% | -$11K | 0.72% | 26 |
|
|
2022
Q2 | $752K | Sell |
4,438
-250
| -5% | -$42.4K | 0.7% | 27 |
|
|
2022
Q1 | $962K | Buy |
4,688
+9
| +0.2% | +$1.85K | 0.71% | 29 |
|
|
2021
Q4 | $1.04M | Buy |
4,679
+26
| +0.6% | +$5.79K | 0.74% | 30 |
|
|
2021
Q3 | $1.02M | Buy |
4,653
+3
| +0.1% | +$656 | 0.79% | 27 |
|
|
2021
Q2 | $1.07M | Buy |
4,650
+14
| +0.3% | +$3.21K | 0.8% | 26 |
|
|
2021
Q1 | $1.02M | Sell |
4,636
-1,399
| -23% | -$309K | 0.8% | 27 |
|
|
2020
Q4 | $1.18M | Sell |
6,035
-272
| -4% | -$53.3K | 0.91% | 27 |
|
|
2020
Q3 | $945K | Sell |
6,307
-654
| -9% | -$98K | 0.8% | 28 |
|
|
2020
Q2 | $997K | Buy |
6,961
+739
| +12% | +$106K | 0.8% | 30 |
|
|
2020
Q1 | $712K | Buy |
6,222
+399
| +7% | +$45.7K | 0.64% | 30 |
|
|
2019
Q4 | $965K | Buy |
5,823
+54
| +0.9% | +$8.95K | 0.67% | 30 |
|
|
2019
Q3 | $873K | Buy |
5,769
+31
| +0.5% | +$4.69K | 0.65% | 29 |
|
|
2019
Q2 | $892K | Buy |
5,738
+223
| +4% | +$34.7K | 0.67% | 29 |
|
|
2019
Q1 | $844K | Buy |
5,515
+3,055
| +124% | +$468K | 0.66% | 29 |
|
|
2018
Q4 | $329K | Buy |
+2,460
| New | +$329K | 0.29% | 42 |
|