Center for Financial Planning’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 | $692K | Hold |
3,205
| – | – | 0.08% | 84 |
|
|
2025
Q1 | $639K | Sell |
3,205
-25
| -0.8% | -$4.99K | 0.08% | 85 |
|
|
2024
Q4 | $714K | Hold |
3,230
| – | – | 0.1% | 73 |
|
|
2024
Q3 | $713K | Hold |
3,230
| – | – | 0.1% | 71 |
|
|
2024
Q2 | $655K | Hold |
3,230
| – | – | 0.09% | 77 |
|
|
2024
Q1 | $679K | Sell |
3,230
-230
| -7% | -$48.4K | 0.1% | 71 |
|
|
2023
Q4 | $694K | Hold |
3,460
| – | – | 0.13% | 67 |
|
|
2023
Q3 | $612K | Sell |
3,460
-37
| -1% | -$6.54K | 0.13% | 66 |
|
|
2023
Q2 | $655K | Sell |
3,497
-184
| -5% | -$34.5K | 0.14% | 67 |
|
|
2023
Q1 | $657K | Hold |
3,681
| – | – | 0.15% | 64 |
|
|
2022
Q4 | $642K | Sell |
3,681
-35
| -0.9% | -$6.1K | 0.16% | 63 |
|
|
2022
Q3 | $613K | Sell |
3,716
-170
| -4% | -$28K | 0.16% | 65 |
|
|
2022
Q2 | $658K | Sell |
3,886
-70
| -2% | -$11.9K | 0.17% | 65 |
|
|
2022
Q1 | $812K | Sell |
3,956
-22
| -0.6% | -$4.52K | 0.17% | 68 |
|
|
2021
Q4 | $885K | Hold |
3,978
| – | – | 0.18% | 61 |
|
|
2021
Q3 | $870K | Sell |
3,978
-109
| -3% | -$23.8K | 0.21% | 55 |
|
|
2021
Q2 | $937K | Hold |
4,087
| – | – | 0.23% | 52 |
|
|
2021
Q1 | $903K | Buy |
4,087
+123
| +3% | +$27.2K | 0.24% | 51 |
|
|
2020
Q4 | $777K | Buy |
3,964
+184
| +5% | +$36.1K | 0.22% | 50 |
|
|
2020
Q3 | $566K | Sell |
3,780
-4
| -0.1% | -$599 | 0.18% | 58 |
|
|
2020
Q2 | $542K | Sell |
3,784
-365
| -9% | -$52.3K | 0.19% | 61 |
|
|
2020
Q1 | $475K | Buy |
4,149
+369
| +10% | +$42.2K | 0.16% | 61 |
|
|
2019
Q4 | $626K | Buy |
+3,780
| New | +$626K | 0.16% | 60 |
|