Elk River 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 | $259K | Sell |
1,202
-862
| -42% | -$186K | 0.04% | 85 |
|
|
2025
Q1 | $412K | Buy |
2,064
+355
| +21% | +$70.8K | 0.08% | 73 |
|
|
2024
Q4 | $378K | Buy |
1,709
+507
| +42% | +$112K | 0.07% | 80 |
|
|
2024
Q3 | $266K | Hold |
1,202
| – | – | 0.05% | 85 |
|
|
2024
Q2 | $244K | Hold |
1,202
| – | – | 0.05% | 81 |
|
|
2024
Q1 | $253K | Sell |
1,202
-14,079
| -92% | -$2.96M | 0.05% | 86 |
|
|
2023
Q4 | $3.07M | Buy |
15,281
+11,029
| +259% | +$2.21M | 0.59% | 46 |
|
|
2023
Q3 | $755K | Sell |
4,252
-20
| -0.5% | -$3.55K | 0.17% | 57 |
|
|
2023
Q2 | $800K | Sell |
4,272
-473
| -10% | -$88.6K | 0.17% | 57 |
|
|
2023
Q1 | $847K | Sell |
4,745
-656
| -12% | -$117K | 0.19% | 55 |
|
|
2022
Q4 | $942K | Sell |
5,401
-1,820
| -25% | -$317K | 0.23% | 59 |
|
|
2022
Q3 | $1.19M | Sell |
7,221
-5,382
| -43% | -$888K | 0.31% | 53 |
|
|
2022
Q2 | $2.13M | Buy |
12,603
+5,297
| +73% | +$897K | 0.54% | 51 |
|
|
2022
Q1 | $1.5M | Buy |
7,306
+2,536
| +53% | +$521K | 0.33% | 55 |
|
|
2021
Q4 | $1.06M | Sell |
4,770
-560
| -11% | -$125K | 0.24% | 60 |
|
|
2021
Q3 | $1.17M | Hold |
5,330
| – | – | 0.29% | 56 |
|
|
2021
Q2 | $1.22M | Sell |
5,330
-120
| -2% | -$27.5K | 0.32% | 56 |
|
|
2021
Q1 | $1.2M | Buy |
5,450
+568
| +12% | +$125K | 0.34% | 58 |
|
|
2020
Q4 | $957K | Buy |
+4,882
| New | +$957K | 0.32% | 62 |
|