DBK Financial Counsel’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 | $1.85M | Sell |
8,589
-22
| -0.3% | -$4.75K | 1.68% | 21 |
|
|
2025
Q1 | $1.72M | Sell |
8,611
-270
| -3% | -$53.9K | 1.72% | 19 |
|
|
2024
Q4 | $1.96M | Sell |
8,881
-229
| -3% | -$50.6K | 1.98% | 18 |
|
|
2024
Q3 | $2.01M | Sell |
9,110
-78
| -0.8% | -$17.2K | 2.03% | 18 |
|
|
2024
Q2 | $1.86M | Buy |
9,188
+48
| +0.5% | +$9.74K | 2.03% | 18 |
|
|
2024
Q1 | $1.92M | Hold |
9,140
| – | – | 2.02% | 18 |
|
|
2023
Q4 | $1.83M | Sell |
9,140
-50
| -0.5% | -$10K | 2.11% | 17 |
|
|
2023
Q3 | $1.62M | Buy |
9,190
+496
| +6% | +$87.7K | 2.14% | 15 |
|
|
2023
Q2 | $1.63M | Sell |
8,694
-496
| -5% | -$92.9K | 2.19% | 15 |
|
|
2023
Q1 | $1.64M | Sell |
9,190
-60
| -0.6% | -$10.7K | 2.28% | 14 |
|
|
2022
Q4 | $1.61M | Sell |
9,250
-451
| -5% | -$78.6K | 2.57% | 14 |
|
|
2022
Q3 | $1.6M | Hold |
9,701
| – | – | 2.76% | 13 |
|
|
2022
Q2 | $1.64M | Sell |
9,701
-15
| -0.2% | -$2.54K | 2.67% | 13 |
|
|
2022
Q1 | $1.99M | Sell |
9,716
-170
| -2% | -$34.9K | 2.94% | 13 |
|
|
2021
Q4 | $2.2M | Buy |
+9,886
| New | +$2.2M | 3.14% | 13 |
|