Cornerstone Planning 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 | $11.1K | Hold |
50
| – | – | ﹤0.01% | 532 |
|
|
2025
Q1 | $9.57K | Hold |
50
| – | – | ﹤0.01% | 580 |
|
|
2024
Q4 | $11.4K | Sell |
50
-5
| -9% | -$1.14K | ﹤0.01% | 400 |
|
|
2024
Q3 | $12.2K | Sell |
55
-47
| -46% | -$10.4K | ﹤0.01% | 379 |
|
|
2024
Q2 | $20.6K | Sell |
102
-540
| -84% | -$109K | 0.01% | 313 |
|
|
2024
Q1 | $130K | Sell |
642
-36
| -5% | -$7.27K | 0.04% | 101 |
|
|
2023
Q4 | $136K | Sell |
678
-49
| -7% | -$9.84K | 0.04% | 104 |
|
|
2023
Q3 | $128K | Buy |
727
+1
| +0.1% | +$177 | 0.05% | 98 |
|
|
2023
Q2 | $136K | Buy |
+726
| New | +$136K | 0.05% | 110 |
|
|
2022
Q4 | $22.9K | Buy |
+126
| New | +$22.9K | 0.01% | 413 |
|