Cypress Financial Planning’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 | $457K | Buy |
2,116
+112
| +6% | +$24.2K | 0.15% | 49 |
|
|
2025
Q1 | $400K | Buy |
2,004
+6
| +0.3% | +$1.2K | 0.14% | 47 |
|
|
2024
Q4 | $441K | Buy |
1,998
+3
| +0.2% | +$663 | 0.16% | 43 |
|
|
2024
Q3 | $441K | Sell |
1,995
-118
| -6% | -$26.1K | 0.16% | 42 |
|
|
2024
Q2 | $429K | Buy |
2,113
+417
| +25% | +$84.6K | 0.18% | 40 |
|
|
2024
Q1 | $357K | Buy |
1,696
+562
| +50% | +$118K | 0.16% | 45 |
|
|
2023
Q4 | $220K | Sell |
1,134
-693
| -38% | -$134K | 0.2% | 40 |
|
|
2023
Q3 | $323K | Sell |
1,827
-175
| -9% | -$30.9K | 0.18% | 44 |
|
|
2023
Q2 | $376K | Sell |
2,002
-14
| -0.7% | -$2.63K | 0.21% | 37 |
|
|
2023
Q1 | $360K | Buy |
2,016
+50
| +3% | +$8.92K | 0.22% | 39 |
|
|
2022
Q4 | $341K | Hold |
1,966
| – | – | 0.23% | 40 |
|
|
2022
Q3 | $324K | Sell |
1,966
-60
| -3% | -$9.89K | 0.23% | 40 |
|
|
2022
Q2 | $343K | Buy |
+2,026
| New | +$343K | 0.24% | 40 |
|