Financial Engines 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 | $6.52M | Buy |
30,214
+1,060
| +4% | +$229K | 0.01% | 121 |
|
|
2025
Q1 | $5.82M | Sell |
29,154
-2,101
| -7% | -$419K | 0.01% | 121 |
|
|
2024
Q4 | $6.91M | Sell |
31,255
-3,712
| -11% | -$820K | 0.01% | 115 |
|
|
2024
Q3 | $7.72M | Buy |
34,967
+141
| +0.4% | +$31.1K | 0.02% | 97 |
|
|
2024
Q2 | $7.07M | Buy |
34,826
+765
| +2% | +$155K | 0.02% | 98 |
|
|
2024
Q1 | $7.16M | Sell |
34,061
-5,939
| -15% | -$1.25M | 0.02% | 91 |
|
|
2023
Q4 | $8.03M | Buy |
40,000
+21,768
| +119% | +$4.37M | 0.02% | 84 |
|
|
2023
Q3 | $3.24M | Sell |
18,232
-1,099
| -6% | -$195K | 0.01% | 102 |
|
|
2023
Q2 | $3.62M | Sell |
19,331
-7,753
| -29% | -$1.45M | 0.01% | 102 |
|
|
2023
Q1 | $4.83M | Sell |
27,084
-4,165
| -13% | -$743K | 0.01% | 92 |
|
|
2022
Q4 | $5.45M | Buy |
31,249
+15,565
| +99% | +$2.71M | 0.02% | 93 |
|
|
2022
Q3 | $2.59M | Sell |
15,684
-550
| -3% | -$90.7K | 0.01% | 109 |
|
|
2022
Q2 | $2.75M | Buy |
16,234
+7,725
| +91% | +$1.31M | 0.01% | 105 |
|
|
2022
Q1 | $1.75M | Buy |
8,509
+5,761
| +210% | +$1.18M | ﹤0.01% | 125 |
|
|
2021
Q4 | $611K | Sell |
2,748
-1,939
| -41% | -$431K | ﹤0.01% | 143 |
|
|
2021
Q3 | $1.03M | Sell |
4,687
-169
| -3% | -$37K | ﹤0.01% | 112 |
|
|
2021
Q2 | $1.11M | Buy |
4,856
+214
| +5% | +$49.1K | ﹤0.01% | 92 |
|
|
2021
Q1 | $1.03M | Sell |
4,642
-67
| -1% | -$14.8K | ﹤0.01% | 114 |
|
|
2020
Q4 | $923K | Buy |
4,709
+208
| +5% | +$40.8K | ﹤0.01% | 116 |
|
|
2020
Q3 | $674K | Sell |
4,501
-79
| -2% | -$11.8K | ﹤0.01% | 139 |
|
|
2020
Q2 | $656K | Sell |
4,580
-6,999
| -60% | -$1M | ﹤0.01% | 120 |
|
|
2020
Q1 | $1.33M | Buy |
+11,579
| New | +$1.33M | 0.01% | 95 |
|