Consolidated Portfolio Review 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 | $1.35M | Sell |
6,250
-273
| -4% | -$58.9K | 0.19% | 123 |
|
|
2025
Q1 | $1.3M | Buy |
6,523
+3,960
| +155% | +$790K | 0.21% | 117 |
|
|
2024
Q4 | $566K | Buy |
2,563
+880
| +52% | +$194K | 0.09% | 217 |
|
|
2024
Q3 | $372K | Sell |
1,683
-115
| -6% | -$25.4K | 0.08% | 219 |
|
|
2024
Q2 | $365K | Buy |
1,798
+339
| +23% | +$68.8K | 0.09% | 204 |
|
|
2024
Q1 | $307K | Sell |
1,459
-150
| -9% | -$31.5K | 0.08% | 205 |
|
|
2023
Q4 | $323K | Sell |
1,609
-417
| -21% | -$83.7K | 0.07% | 223 |
|
|
2023
Q3 | $358K | Buy |
2,026
+24
| +1% | +$4.24K | 0.09% | 217 |
|
|
2023
Q2 | $375K | Sell |
2,002
-829
| -29% | -$155K | 0.09% | 202 |
|
|
2023
Q1 | $505K | Buy |
+2,831
| New | +$505K | 0.14% | 157 |
|