Cetera Trust Company’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 | $211K | Buy |
979
+405
| +71% | +$87.4K | 0.13% | 163 |
|
|
2025
Q1 | $115K | Buy |
574
+244
| +74% | +$48.7K | 0.07% | 192 |
|
|
2024
Q4 | $72.9K | Hold |
330
| – | – | 0.05% | 207 |
|
|
2024
Q3 | $72.9K | Hold |
330
| – | – | 0.04% | 216 |
|
|
2024
Q2 | $67K | Hold |
330
| – | – | 0.04% | 217 |
|
|
2024
Q1 | $69.4K | Sell |
330
-4,100
| -93% | -$862K | 0.04% | 216 |
|
|
2023
Q4 | $889K | Buy |
+4,430
| New | +$889K | 0.55% | 45 |
|