Burkett Financial Services’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 | $40.4K | Hold |
187
| – | – | 0.01% | 102 |
|
|
2025
Q1 | $37.3K | Buy |
187
+1
| +0.5% | +$199 | 0.02% | 108 |
|
|
2024
Q4 | $41.2K | Hold |
186
| – | – | 0.02% | 96 |
|
|
2024
Q3 | $41K | Buy |
186
+1
| +0.5% | +$221 | 0.02% | 90 |
|
|
2024
Q2 | $37.6K | Hold |
185
| – | – | 0.02% | 88 |
|
|
2024
Q1 | $38.8K | Buy |
185
+1
| +0.5% | +$210 | 0.02% | 93 |
|
|
2023
Q4 | $37K | Buy |
+184
| New | +$37K | 0.02% | 93 |
|