Destination Wealth Management’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 | $219K | Buy |
1,015
+10
| +1% | +$2.16K | 0.01% | 237 |
|
|
2025
Q1 | $200K | Buy |
1,005
+52
| +5% | +$10.4K | 0.01% | 234 |
|
|
2024
Q4 | $211K | Buy |
+953
| New | +$211K | 0.01% | 227 |
|
|
2020
Q1 | – | Sell |
-1,937
| Closed | -$321K | – | 168 |
|
|
2019
Q4 | $321K | Buy |
+1,937
| New | +$321K | 0.02% | 133 |
|
|
2019
Q3 | – | Sell |
-612
| Closed | -$95K | – | 317 |
|
|
2019
Q2 | $95K | Sell |
612
-341
| -36% | -$52.9K | 0.01% | 190 |
|
|
2019
Q1 | $146K | Buy |
953
+289
| +44% | +$44.3K | 0.01% | 159 |
|
|
2018
Q4 | $89K | Sell |
664
-685
| -51% | -$91.8K | 0.01% | 193 |
|
|
2018
Q3 | $227K | Buy |
1,349
+703
| +109% | +$118K | 0.01% | 144 |
|
|
2018
Q2 | $106K | Sell |
646
-795
| -55% | -$130K | 0.01% | 180 |
|
|
2018
Q1 | $219K | Sell |
1,441
-789
| -35% | -$120K | 0.01% | 142 |
|
|
2017
Q4 | $340K | Sell |
2,230
-201
| -8% | -$30.6K | 0.02% | 128 |
|
|
2017
Q3 | $360K | Buy |
2,431
+340
| +16% | +$50.4K | 0.02% | 124 |
|
|
2017
Q2 | $295K | Buy |
2,091
+114
| +6% | +$16.1K | 0.02% | 133 |
|
|
2017
Q1 | $272K | Buy |
1,977
+127
| +7% | +$17.5K | 0.02% | 137 |
|
|
2016
Q4 | $249K | Buy |
1,850
+122
| +7% | +$16.4K | 0.02% | 150 |
|
|
2016
Q3 | $215K | Sell |
1,728
-1,401
| -45% | -$174K | 0.02% | 152 |
|
|
2016
Q2 | $360K | Buy |
+3,129
| New | +$360K | 0.03% | 110 |
|
|
2015
Q1 | – | Sell |
-1,845
| Closed | -$221K | – | 108 |
|
|
2014
Q4 | $221K | Sell |
1,845
-1,593
| -46% | -$191K | 0.02% | 110 |
|
|
2014
Q3 | $376K | Sell |
3,438
-1,096
| -24% | -$120K | 0.04% | 99 |
|
|
2014
Q2 | $539K | Sell |
4,534
-818
| -15% | -$97.2K | 0.06% | 81 |
|
|
2014
Q1 | $623K | Buy |
5,352
+3,079
| +135% | +$358K | 0.07% | 73 |
|
|
2013
Q4 | $262K | Sell |
2,273
-163
| -7% | -$18.8K | 0.03% | 93 |
|
|
2013
Q3 | $259K | Buy |
+2,436
| New | +$259K | 0.03% | 85 |
|