Capital Group Private Client 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 | $5.36M | Buy |
24,838
+7,640
| +44% | +$1.65M | 0.05% | 172 |
|
|
2025
Q1 | $3.43M | Sell |
17,198
-830
| -5% | -$166K | 0.03% | 183 |
|
|
2024
Q4 | $3.98M | Buy |
18,028
+48
| +0.3% | +$10.6K | 0.04% | 186 |
|
|
2024
Q3 | $3.97M | Sell |
17,980
-540
| -3% | -$119K | 0.04% | 184 |
|
|
2024
Q2 | $3.76M | Buy |
18,520
+1,750
| +10% | +$355K | 0.04% | 182 |
|
|
2024
Q1 | $3.53M | Sell |
16,770
-192
| -1% | -$40.4K | 0.04% | 181 |
|
|
2023
Q4 | $3.4M | Buy |
16,962
+4,779
| +39% | +$959K | 0.04% | 175 |
|
|
2023
Q3 | $2.15M | Buy |
12,183
+2,341
| +24% | +$414K | 0.03% | 180 |
|
|
2023
Q2 | $1.84M | Buy |
9,842
+524
| +6% | +$98.1K | 0.02% | 187 |
|
|
2023
Q1 | $1.66M | Buy |
9,318
+2,200
| +31% | +$392K | 0.02% | 182 |
|
|
2022
Q4 | $1.24M | Sell |
7,118
-1,465
| -17% | -$255K | 0.02% | 186 |
|
|
2022
Q3 | $1.42M | Sell |
8,583
-3,599
| -30% | -$593K | 0.02% | 183 |
|
|
2022
Q2 | $2.06M | Buy |
12,182
+8,253
| +210% | +$1.4M | 0.03% | 178 |
|
|
2022
Q1 | $807K | Buy |
3,929
+1,539
| +64% | +$316K | 0.01% | 199 |
|
|
2021
Q4 | $532K | Sell |
2,390
-2,780
| -54% | -$619K | 0.01% | 195 |
|
|
2021
Q3 | $1.13M | Buy |
+5,170
| New | +$1.13M | 0.01% | 179 |
|