Financial Gravity Asset Management’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
Q1 | $279K | Buy |
+1,400
| New | +$279K | 0.06% | 130 |
|
|
2024
Q2 | $334K | Buy |
1,646
+394
| +31% | +$79.9K | 0.08% | 94 |
|
|
2024
Q1 | $257K | Sell |
1,252
-11,276
| -90% | -$2.32M | 0.03% | 168 |
|
|
2023
Q4 | $1.48M | Buy |
12,528
+630
| +5% | +$74.7K | 0.02% | 286 |
|
|
2023
Q3 | $1.36M | Buy |
11,898
+11,272
| +1,801% | +$1.29M | 0.02% | 288 |
|
|
2023
Q2 | $117 | Sell |
626
-122
| -16% | -$23 | ﹤0.01% | 1276 |
|
|
2023
Q1 | $904 | Buy |
+748
| New | +$904 | 0.03% | 374 |
|
|
2022
Q4 | – | Sell |
-165
| Closed | -$741 | – | 1492 |
|
|
2022
Q3 | $741 | Sell |
165
-4
| -2% | -$18 | 0.03% | 364 |
|
|
2022
Q2 | $761 | Sell |
169
-240
| -59% | -$1.08K | 0.02% | 343 |
|
|
2022
Q1 | $964 | Sell |
409
-35
| -8% | -$82 | 0.03% | 343 |
|
|
2021
Q4 | $1.01K | Buy |
444
+440
| +11,000% | +$1K | 0.02% | 387 |
|
|
2021
Q3 | $219K | Hold |
4
| – | – | 0.1% | 161 |
|
|
2021
Q2 | $229K | Sell |
4
-42
| -91% | -$2.4M | 0.08% | 161 |
|
|
2021
Q1 | $997 | Sell |
46
-91
| -66% | -$1.97K | 0.02% | 294 |
|
|
2020
Q4 | $27K | Buy |
+137
| New | +$27K | 0.02% | 116 |
|
|
2020
Q2 | – | Sell |
-30
| Closed | -$3.44K | – | 454 |
|
|
2020
Q1 | $3.44K | Sell |
30
-205
| -87% | -$23.5K | 0.01% | 360 |
|
|
2019
Q4 | $166K | Sell |
235
-133
| -36% | -$93.9K | 0.11% | 159 |
|
|
2019
Q3 | $56K | Buy |
368
+91
| +33% | +$13.8K | 0.05% | 275 |
|
|
2019
Q2 | $43K | Buy |
277
+6
| +2% | +$931 | 0.04% | 347 |
|
|
2019
Q1 | $42K | Buy |
+271
| New | +$42K | 0.03% | 353 |
|
|
2018
Q3 | $41K | Buy |
271
+46
| +20% | +$6.96K | 0.04% | 373 |
|
|
2018
Q2 | $38K | Sell |
225
-9
| -4% | -$1.52K | 0.04% | 390 |
|
|
2018
Q1 | $36K | Buy |
+234
| New | +$36K | 0.04% | 421 |
|