Brown Miller 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 | $525K | Sell |
2,433
-375
| -13% | -$80.9K | 0.16% | 101 |
|
|
2025
Q1 | $560K | Sell |
2,808
-4,655
| -62% | -$929K | 0.19% | 96 |
|
|
2024
Q4 | $1.65M | Buy |
7,463
+373
| +5% | +$82.4K | 0.63% | 44 |
|
|
2024
Q3 | $1.57M | Sell |
7,090
-283
| -4% | -$62.5K | 0.61% | 47 |
|
|
2024
Q2 | $1.5M | Buy |
7,373
+366
| +5% | +$74.3K | 0.62% | 47 |
|
|
2024
Q1 | $1.47M | Buy |
7,007
+517
| +8% | +$109K | 0.65% | 47 |
|
|
2023
Q4 | $1.3M | Buy |
6,490
+289
| +5% | +$58K | 0.65% | 43 |
|
|
2023
Q3 | $1.1M | Buy |
6,201
+1,155
| +23% | +$204K | 0.61% | 47 |
|
|
2023
Q2 | $945K | Sell |
5,046
-1,911
| -27% | -$358K | 0.51% | 50 |
|
|
2023
Q1 | $1.24M | Buy |
6,957
+277
| +4% | +$49.4K | 0.73% | 41 |
|
|
2022
Q4 | $1.16M | Buy |
6,680
+1,037
| +18% | +$181K | 0.74% | 44 |
|
|
2022
Q3 | $930K | Sell |
5,643
-1,855
| -25% | -$306K | 0.66% | 44 |
|
|
2022
Q2 | $1.27M | Sell |
7,498
-42
| -0.6% | -$7.11K | 0.86% | 35 |
|
|
2022
Q1 | $1.55M | Buy |
7,540
+196
| +3% | +$40.2K | 0.9% | 32 |
|
|
2021
Q4 | $1.63M | Buy |
7,344
+59
| +0.8% | +$13.1K | 0.93% | 30 |
|
|
2021
Q3 | $1.59M | Buy |
7,285
+1,114
| +18% | +$244K | 1% | 29 |
|
|
2021
Q2 | $1.42M | Buy |
6,171
+2,155
| +54% | +$494K | 0.9% | 30 |
|
|
2021
Q1 | $888K | Buy |
4,016
+654
| +19% | +$145K | 0.63% | 47 |
|
|
2020
Q4 | $659K | Buy |
+3,362
| New | +$659K | 0.49% | 52 |
|