DHK Financial 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 | – | Sell |
-4,794
| Closed | -$956K | – | 89 |
|
|
2025
Q1 | $956K | Buy |
4,794
+1
| +0% | +$199 | 0.52% | 39 |
|
|
2024
Q4 | $1.06M | Sell |
4,793
-9
| -0.2% | -$1.99K | 0.64% | 38 |
|
|
2024
Q3 | $1.06M | Buy |
+4,802
| New | +$1.06M | 0.65% | 33 |
|
|
2022
Q3 | – | Sell |
-12,347
| Closed | -$2.09M | – | 39 |
|
|
2022
Q2 | $2.09M | Buy |
12,347
+12
| +0.1% | +$2.03K | 2% | 15 |
|
|
2022
Q1 | $2.53M | Buy |
12,335
+220
| +2% | +$45.2K | 2.14% | 15 |
|
|
2021
Q4 | $2.7M | Buy |
+12,115
| New | +$2.7M | 2.54% | 13 |
|