DecisionPoint Financial’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 | $8.5K | Sell |
39
-25
| -39% | -$5.45K | ﹤0.01% | 150 |
|
|
2025
Q1 | $12.8K | Sell |
64
-137
| -68% | -$27.3K | ﹤0.01% | 146 |
|
|
2024
Q4 | $44.4K | Sell |
201
-7
| -3% | -$1.55K | 0.01% | 88 |
|
|
2024
Q3 | $45.9K | Hold |
208
| – | – | 0.01% | 86 |
|
|
2024
Q2 | $46.6K | Hold |
208
| – | – | 0.02% | 84 |
|
|
2024
Q1 | $41.3K | Hold |
208
| – | – | 0.02% | 90 |
|
|
2023
Q4 | $41.7K | Hold |
208
| – | – | 0.02% | 80 |
|
|
2023
Q3 | $36.8K | Hold |
208
| – | – | 0.02% | 78 |
|
|
2023
Q2 | $39K | Hold |
208
| – | – | 0.02% | 76 |
|
|
2023
Q1 | $37.1K | Hold |
208
| – | – | 0.02% | 72 |
|
|
2022
Q4 | $36.3K | Buy |
+208
| New | +$36.3K | 0.02% | 68 |
|