Everhart Financial Group’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 | $576K | Sell |
2,669
-568
| -18% | -$123K | 0.07% | 209 |
|
|
2025
Q1 | $646K | Buy |
3,237
+711
| +28% | +$142K | 0.09% | 161 |
|
|
2024
Q4 | $558K | Buy |
2,526
+117
| +5% | +$25.9K | 0.11% | 172 |
|
|
2024
Q3 | $506K | Buy |
2,409
+185
| +8% | +$38.9K | 0.11% | 191 |
|
|
2024
Q2 | $427K | Buy |
2,224
+155
| +7% | +$29.8K | 0.11% | 180 |
|
|
2024
Q1 | $435K | Buy |
2,069
+985
| +91% | +$207K | 0.13% | 167 |
|
|
2023
Q4 | $218K | Buy |
+1,084
| New | +$218K | 0.08% | 229 |
|
|
2023
Q3 | – | Sell |
-1,603
| Closed | -$234K | – | 222 |
|
|
2023
Q2 | $234K | Buy |
+1,603
| New | +$234K | 0.1% | 187 |
|
|
2022
Q4 | – | Sell |
-1,220
| Closed | -$201K | – | 211 |
|
|
2022
Q3 | $201K | Hold |
1,220
| – | – | 0.11% | 190 |
|
|
2022
Q2 | $207K | Buy |
+1,220
| New | +$207K | 0.13% | 175 |
|
|
2022
Q1 | – | Sell |
-1,205
| Closed | -$268K | – | 135 |
|
|
2021
Q4 | $268K | Buy |
1,205
+50
| +4% | +$11.1K | 0.16% | 95 |
|
|
2021
Q3 | $252K | Buy |
+1,155
| New | +$252K | 0.17% | 90 |
|