Dynasty 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 | $556K | Buy |
2,579
+130
| +5% | +$28K | 0.01% | 173 |
|
|
2025
Q1 | $489K | Sell |
2,449
-337
| -12% | -$67.2K | 0.01% | 200 |
|
|
2024
Q4 | $616K | Buy |
2,786
+5
| +0.2% | +$1.11K | 0.01% | 188 |
|
|
2024
Q3 | $614K | Buy |
2,781
+6
| +0.2% | +$1.33K | 0.02% | 168 |
|
|
2024
Q2 | $563K | Sell |
2,775
-98
| -3% | -$19.9K | 0.02% | 180 |
|
|
2024
Q1 | $604K | Buy |
+2,873
| New | +$604K | 0.02% | 172 |
|
|
2018
Q4 | – | Sell |
-18,427
| Closed | -$3.11M | – | 49 |
|
|
2018
Q3 | $3.11M | Buy |
18,427
+6,513
| +55% | +$1.1M | 4% | 5 |
|
|
2018
Q2 | $1.95M | Buy |
11,914
+2,890
| +32% | +$473K | 4.04% | 5 |
|
|
2018
Q1 | $1.37M | Sell |
9,024
-2,230
| -20% | -$339K | 0.57% | 8 |
|
|
2017
Q4 | $1.72M | Buy |
+11,254
| New | +$1.72M | 2.96% | 5 |
|