Crown Wealth 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
Q1 | – | Sell |
-932
| Closed | -$206K | – | 113 |
|
|
2024
Q4 | $206K | Buy |
+932
| New | +$206K | 0.08% | 109 |
|
|
2024
Q2 | – | Sell |
-970
| Closed | -$204K | – | 113 |
|
|
2024
Q1 | $204K | Buy |
+970
| New | +$204K | 0.11% | 104 |
|
|
2023
Q1 | – | Sell |
-1,235
| Closed | -$215K | – | 75 |
|
|
2022
Q4 | $215K | Buy |
+1,235
| New | +$215K | 0.2% | 61 |
|