CFO4Life Group’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 | $284K | Sell |
1,314
-1,593
| -55% | -$344K | 0.04% | 176 |
|
|
2025
Q1 | $580K | Sell |
2,907
-1,407
| -33% | -$281K | 0.1% | 110 |
|
|
2024
Q4 | $953K | Hold |
4,314
| – | – | 0.17% | 71 |
|
|
2024
Q3 | $953K | Hold |
4,314
| – | – | 0.17% | 71 |
|
|
2024
Q2 | $875K | Buy |
4,314
+145
| +3% | +$29.4K | 0.16% | 70 |
|
|
2024
Q1 | $877K | Sell |
4,169
-4,273
| -51% | -$899K | 0.16% | 72 |
|
|
2023
Q4 | $1.69M | Buy |
+8,442
| New | +$1.69M | 0.32% | 46 |
|
|
2023
Q1 | – | Sell |
-46,001
| Closed | -$8.02M | – | 181 |
|
|
2022
Q4 | $8.02M | Buy |
+46,001
| New | +$8.02M | 1.7% | 16 |
|