Cyndeo Wealth Partners’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 | $531K | Sell |
2,459
-107
| -4% | -$23.1K | 0.03% | 297 |
|
|
2025
Q1 | $512K | Buy |
2,566
+94
| +4% | +$18.8K | 0.03% | 295 |
|
|
2024
Q4 | $546K | Sell |
2,472
-194
| -7% | -$42.9K | 0.04% | 281 |
|
|
2024
Q3 | $589K | Hold |
2,666
| – | – | 0.04% | 274 |
|
|
2024
Q2 | $541K | Sell |
2,666
-5
| -0.2% | -$1.01K | 0.04% | 271 |
|
|
2024
Q1 | $562K | Buy |
2,671
+12
| +0.5% | +$2.52K | 0.05% | 251 |
|
|
2023
Q4 | $534K | Sell |
2,659
-45
| -2% | -$9.03K | 0.05% | 249 |
|
|
2023
Q3 | $478K | Sell |
2,704
-213
| -7% | -$37.6K | 0.05% | 229 |
|
|
2023
Q2 | $546K | Sell |
2,917
-277
| -9% | -$51.9K | 0.06% | 212 |
|
|
2023
Q1 | $570K | Buy |
3,194
+389
| +14% | +$69.4K | 0.06% | 210 |
|
|
2022
Q4 | $489K | Buy |
+2,805
| New | +$489K | 0.06% | 217 |
|