Consolidated Planning Corp’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 | $251K | Hold |
1,164
| – | – | 0.03% | 171 |
|
|
2025
Q1 | $232K | Sell |
1,164
-10
| -0.9% | -$2K | 0.03% | 171 |
|
|
2024
Q4 | $259K | Buy |
1,174
+117
| +11% | +$25.9K | 0.04% | 179 |
|
|
2024
Q3 | $233K | Hold |
1,057
| – | – | 0.03% | 180 |
|
|
2024
Q2 | $214K | Hold |
1,057
| – | – | 0.04% | 178 |
|
|
2024
Q1 | $222K | Sell |
1,057
-15
| -1% | -$3.15K | 0.04% | 175 |
|
|
2023
Q4 | $215K | Buy |
+1,072
| New | +$215K | 0.04% | 159 |
|
|
2020
Q2 | – | Sell |
-5,460
| Closed | -$625K | – | 42 |
|
|
2020
Q1 | $625K | Buy |
+5,460
| New | +$625K | 0.78% | 20 |
|