Financial Connections 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 | $174K | Sell |
807
-10
| -1% | -$2.16K | 0.07% | 61 |
|
|
2025
Q1 | $162K | Buy |
817
+10
| +1% | +$1.98K | 0.07% | 63 |
|
|
2024
Q4 | $178K | Hold |
807
| – | – | 0.09% | 56 |
|
|
2024
Q3 | $178K | Sell |
807
-461
| -36% | -$102K | 0.09% | 52 |
|
|
2024
Q2 | $257K | Buy |
+1,268
| New | +$257K | 0.13% | 45 |
|
|
2024
Q1 | – | Sell |
-807
| Closed | -$161K | – | 216 |
|
|
2023
Q4 | $161K | Buy |
+807
| New | +$161K | 0.1% | 58 |
|
|
2023
Q3 | – | Sell |
-807
| Closed | -$151K | – | 179 |
|
|
2023
Q2 | $151K | Hold |
807
| – | – | 0.1% | 64 |
|
|
2023
Q1 | $143K | Hold |
807
| – | – | 0.1% | 56 |
|
|
2022
Q4 | $140K | Sell |
807
-35
| -4% | -$6.07K | 0.11% | 54 |
|
|
2022
Q3 | $138K | Sell |
842
-6
| -0.7% | -$983 | 0.12% | 49 |
|
|
2022
Q2 | $143K | Buy |
848
+6
| +0.7% | +$1.01K | 0.13% | 57 |
|
|
2022
Q1 | $172K | Hold |
842
| – | – | 0.17% | 54 |
|
|
2021
Q4 | $187K | Buy |
+842
| New | +$187K | 0.18% | 49 |
|