CCG 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 | $342K | Buy |
1,586
+18
| +1% | +$3.88K | 0.18% | 57 |
|
|
2025
Q1 | $313K | Buy |
1,568
+215
| +16% | +$42.9K | 0.19% | 55 |
|
|
2024
Q4 | $299K | Sell |
1,353
-3,644
| -73% | -$805K | 0.17% | 57 |
|
|
2024
Q3 | $1.1M | Sell |
4,997
-13
| -0.3% | -$2.87K | 0.62% | 28 |
|
|
2024
Q2 | $1.02M | Buy |
5,010
+13
| +0.3% | +$2.64K | 0.57% | 30 |
|
|
2024
Q1 | $1.05M | Buy |
+4,997
| New | +$1.05M | 0.63% | 28 |
|