Commonwealth Financial Services’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 | $675K | Sell |
3,129
-30,539
| -91% | -$6.59M | 0.13% | 93 |
|
|
2025
Q1 | $6.72M | Buy |
33,668
+5,048
| +18% | +$1.01M | 1.38% | 22 |
|
|
2024
Q4 | $6.32M | Sell |
28,620
-2,553
| -8% | -$564K | 1.24% | 26 |
|
|
2024
Q3 | $6.79M | Sell |
31,173
-23,160
| -43% | -$5.05M | 1.34% | 26 |
|
|
2024
Q2 | $11M | Sell |
54,333
-12,730
| -19% | -$2.58M | 2.26% | 12 |
|
|
2024
Q1 | $13.5M | Sell |
67,063
-90
| -0.1% | -$18.1K | 3.17% | 7 |
|
|
2023
Q4 | $13.5M | Buy |
67,153
+28,110
| +72% | +$5.64M | 3.17% | 7 |
|
|
2023
Q3 | $6.9M | Buy |
+39,043
| New | +$6.9M | 2.05% | 13 |
|
|
2017
Q1 | $284K | Sell |
2,115
-112,210
| -98% | -$15.1M | 0.31% | 39 |
|
|
2016
Q4 | $15.4M | Buy |
114,325
+105,075
| +1,136% | +$14.1M | 15.15% | 2 |
|
|
2016
Q3 | $1.15M | Buy |
9,250
+7,869
| +570% | +$977K | 1.08% | 13 |
|
|
2016
Q2 | $159K | Buy |
+1,381
| New | +$159K | 0.19% | 54 |
|
|
2015
Q3 | – | Sell |
-1,022
| Closed | -$128K | – | 242 |
|
|
2015
Q2 | $128K | Sell |
1,022
-387
| -27% | -$48.5K | 0.14% | 55 |
|
|
2015
Q1 | $175K | Sell |
1,409
-1,995
| -59% | -$248K | 0.15% | 53 |
|
|
2014
Q4 | $407K | Buy |
+3,404
| New | +$407K | 0.36% | 34 |
|