Evernest 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 | $2.1M | Buy |
9,711
+3,246
| +50% | +$700K | 0.68% | 31 |
|
|
2025
Q1 | $1.29M | Buy |
6,465
+1
| +0% | +$199 | 0.46% | 47 |
|
|
2024
Q4 | $1.43M | Sell |
6,464
-311
| -5% | -$68.7K | 0.37% | 48 |
|
|
2024
Q3 | $1.5M | Buy |
6,775
+2,784
| +70% | +$615K | 0.4% | 40 |
|
|
2024
Q2 | $810K | Sell |
3,991
-55
| -1% | -$11.2K | 0.36% | 61 |
|
|
2024
Q1 | $781K | Buy |
+4,046
| New | +$781K | 0.37% | 59 |
|