Bulltick 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 | $262K | Sell |
1,212
-678
| -36% | -$146K | 0.06% | 108 |
|
|
2025
Q1 | $377K | Buy |
+1,890
| New | +$377K | 0.1% | 100 |
|
|
2024
Q4 | – | Sell |
-1,350
| Closed | -$298K | – | 122 |
|
|
2024
Q3 | $298K | Buy |
+1,350
| New | +$298K | 0.07% | 93 |
|
|
2024
Q2 | – | Hold |
0
| – | – | – | 101 |
|
|
2024
Q1 | – | Hold |
0
| – | – | – | 111 |
|
|
2023
Q4 | – | Hold |
0
| – | – | – | 114 |
|