Evoke Wealth’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 | $5.54M | Buy |
25,683
+759
| +3% | +$164K | 0.13% | 72 |
|
|
2025
Q1 | $4.97M | Buy |
24,924
+850
| +4% | +$170K | 0.13% | 72 |
|
|
2024
Q4 | $5.32M | Buy |
24,074
+39
| +0.2% | +$8.62K | 0.15% | 71 |
|
|
2024
Q3 | $5.31M | Buy |
24,035
+22,024
| +1,095% | +$4.86M | 0.14% | 69 |
|
|
2024
Q2 | $408K | Sell |
2,011
-23,634
| -92% | -$4.8M | 0.48% | 45 |
|
|
2024
Q1 | $5.39M | Buy |
+25,645
| New | +$5.39M | 0.16% | 65 |
|
|
2023
Q4 | – | Sell |
-27,680
| Closed | -$4.92M | – | 217 |
|
|
2023
Q3 | $4.92M | Buy |
27,680
+3,104
| +13% | +$551K | 0.17% | 66 |
|
|
2023
Q2 | $4.6M | Buy |
24,576
+1,268
| +5% | +$237K | 0.16% | 66 |
|
|
2023
Q1 | $4.16M | Buy |
23,308
+206
| +0.9% | +$36.8K | 0.15% | 67 |
|
|
2022
Q4 | $4.03M | Sell |
23,102
-1,412
| -6% | -$246K | 0.15% | 78 |
|
|
2022
Q3 | $4.03M | Sell |
24,514
-64,535
| -72% | -$10.6M | 0.16% | 62 |
|
|
2022
Q2 | $15.1M | Sell |
89,049
-6,172
| -6% | -$1.05M | 0.56% | 26 |
|
|
2022
Q1 | $19.5M | Buy |
95,221
+2,903
| +3% | +$596K | 0.64% | 28 |
|
|
2021
Q4 | $20.5M | Buy |
92,318
+72,816
| +373% | +$16.2M | 0.65% | 28 |
|
|
2021
Q3 | $4.27M | Sell |
19,502
-3,234
| -14% | -$707K | 0.16% | 76 |
|
|
2021
Q2 | $5.22M | Buy |
22,736
+4,518
| +25% | +$1.04M | 0.2% | 67 |
|
|
2021
Q1 | $4.03M | Buy |
18,218
+16,075
| +750% | +$3.55M | 0.18% | 74 |
|
|
2020
Q4 | $420K | Buy |
2,143
+128
| +6% | +$25.1K | 0.03% | 164 |
|
|
2020
Q3 | $302K | Sell |
2,015
-68
| -3% | -$10.2K | 0.02% | 173 |
|
|
2020
Q2 | $298K | Hold |
2,083
| – | – | 0.03% | 157 |
|
|
2020
Q1 | $238K | Buy |
+2,083
| New | +$238K | 0.03% | 162 |
|
|
2019
Q4 | – | Sell |
-6,567
| Closed | -$994K | – | 1350 |
|
|
2019
Q3 | $994K | Buy |
+6,567
| New | +$994K | 0.12% | 91 |
|