Cardinal Strategic Wealth Guidance’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 | $25.2K | Hold |
117
| – | – | 0.01% | 58 |
|
|
2025
Q1 | $23.3K | Hold |
117
| – | – | 0.01% | 56 |
|
|
2024
Q4 | $25.9K | Hold |
117
| – | – | 0.01% | 73 |
|
|
2024
Q3 | $25.8K | Hold |
117
| – | – | 0.01% | 58 |
|
|
2024
Q2 | $23.7K | Hold |
117
| – | – | 0.01% | 69 |
|
|
2024
Q1 | $24.6K | Sell |
117
-188
| -62% | -$39.5K | 0.01% | 56 |
|
|
2023
Q4 | $61.2K | Sell |
305
-8
| -3% | -$1.61K | 0.02% | 64 |
|
|
2023
Q3 | $55.3K | Hold |
313
| – | – | 0.03% | 68 |
|
|
2023
Q2 | $58.6K | Sell |
313
-172
| -35% | -$32.2K | 0.03% | 66 |
|
|
2023
Q1 | $86K | Sell |
485
-260
| -35% | -$46.1K | 0.04% | 65 |
|
|
2022
Q4 | $130K | Sell |
745
-174
| -19% | -$30.4K | 0.06% | 69 |
|
|
2022
Q3 | $152K | Sell |
919
-30
| -3% | -$4.96K | 0.08% | 59 |
|
|
2022
Q2 | $161K | Sell |
949
-91
| -9% | -$15.4K | 0.08% | 65 |
|
|
2022
Q1 | $215K | Sell |
1,040
-186
| -15% | -$38.5K | 0.1% | 68 |
|
|
2021
Q4 | $273K | Hold |
1,226
| – | – | 0.13% | 62 |
|
|
2021
Q3 | $268K | Sell |
1,226
-122
| -9% | -$26.7K | 0.14% | 61 |
|
|
2021
Q2 | $309K | Sell |
1,348
-134
| -9% | -$30.7K | 0.16% | 55 |
|
|
2021
Q1 | $325K | Hold |
1,482
| – | – | 0.19% | 53 |
|
|
2020
Q4 | $291K | Sell |
1,482
-240
| -14% | -$47.1K | 0.17% | 46 |
|
|
2020
Q3 | $257K | Sell |
1,722
-118
| -6% | -$17.6K | 0.18% | 47 |
|
|
2020
Q2 | $261K | Sell |
1,840
-1,226
| -40% | -$174K | 0.19% | 45 |
|
|
2020
Q1 | $352K | Sell |
3,066
-3,438
| -53% | -$395K | 0.32% | 36 |
|
|
2019
Q4 | $1.08M | Buy |
+6,504
| New | +$1.08M | 0.93% | 20 |
|