Delos Wealth Advisors’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 | $1.59M | Sell |
7,391
-442
| -6% | -$95.4K | 1.24% | 31 |
|
|
2025
Q1 | $1.56M | Buy |
7,833
+133
| +2% | +$26.5K | 1.24% | 31 |
|
|
2024
Q4 | $1.7M | Buy |
7,700
+1,560
| +25% | +$345K | 1.36% | 29 |
|
|
2024
Q3 | $1.36M | Buy |
6,140
+797
| +15% | +$176K | 1.18% | 32 |
|
|
2024
Q2 | $1.08M | Buy |
5,343
+1,666
| +45% | +$338K | 1.05% | 33 |
|
|
2024
Q1 | $773K | Buy |
+3,677
| New | +$773K | 0.87% | 34 |
|
|
2021
Q3 | – | Sell |
-5
| Closed | -$1K | – | 235 |
|
|
2021
Q2 | $1K | Buy |
+5
| New | +$1K | ﹤0.01% | 166 |
|