Congress 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 | $7.65M | Buy |
35,455
+4,559
| +15% | +$984K | 0.07% | 301 |
|
|
2025
Q1 | $6.27M | Buy |
30,896
+22,352
| +262% | +$4.53M | 0.08% | 289 |
|
|
2024
Q4 | $1.89M | Buy |
8,544
+528
| +7% | +$117K | 0.03% | 419 |
|
|
2024
Q3 | $1.77M | Buy |
8,016
+5,608
| +233% | +$1.24M | 0.02% | 443 |
|
|
2024
Q2 | $489K | Buy |
2,408
+419
| +21% | +$85K | 0.01% | 537 |
|
|
2024
Q1 | $418K | Sell |
1,989
-537
| -21% | -$113K | 0.01% | 465 |
|
|
2023
Q4 | $507K | Buy |
2,526
+523
| +26% | +$105K | 0.01% | 461 |
|
|
2023
Q3 | $354K | Buy |
2,003
+186
| +10% | +$32.9K | 0.01% | 500 |
|
|
2023
Q2 | $340K | Sell |
1,817
-110
| -6% | -$20.6K | 0.01% | 466 |
|
|
2023
Q1 | $344K | Sell |
1,927
-5,981
| -76% | -$1.07M | 0.01% | 468 |
|
|
2022
Q4 | $1.38M | Buy |
7,908
+5,959
| +306% | +$1.04M | 0.04% | 305 |
|
|
2022
Q3 | $322K | Buy |
1,949
+134
| +7% | +$22.1K | 0.01% | 462 |
|
|
2022
Q2 | $307K | Sell |
1,815
-197
| -10% | -$33.3K | 0.01% | 473 |
|
|
2022
Q1 | $413K | Sell |
2,012
-490
| -20% | -$101K | 0.01% | 467 |
|
|
2021
Q4 | $557K | Buy |
+2,502
| New | +$557K | 0.01% | 448 |
|