Financial Management Network’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 | $570K | Buy |
2,555
+1
| +0% | +$223 | 0.1% | 108 |
|
|
2025
Q1 | $459K | Buy |
2,554
+1
| +0% | +$180 | 0.1% | 110 |
|
|
2024
Q4 | $573K | Sell |
2,553
-8
| -0.3% | -$1.8K | 0.12% | 100 |
|
|
2024
Q3 | $561K | Buy |
2,561
+140
| +6% | +$30.7K | 0.12% | 102 |
|
|
2024
Q2 | $486K | Sell |
2,421
-3
| -0.1% | -$603 | 0.12% | 102 |
|
|
2024
Q1 | $494K | Buy |
2,424
+4
| +0.2% | +$815 | 0.12% | 98 |
|
|
2023
Q4 | $468K | Buy |
2,420
+841
| +53% | +$163K | 0.14% | 90 |
|
|
2023
Q3 | $270K | Buy |
1,579
+14
| +0.9% | +$2.4K | 0.09% | 123 |
|
|
2023
Q2 | $294K | Sell |
1,565
-1,610
| -51% | -$302K | 0.1% | 120 |
|
|
2023
Q1 | $557K | Hold |
3,175
| – | – | 0.22% | 73 |
|
|
2022
Q4 | $557K | Buy |
3,175
+2
| +0.1% | +$351 | 0.25% | 77 |
|
|
2022
Q3 | $559K | Sell |
3,173
-158
| -5% | -$27.8K | 0.28% | 73 |
|
|
2022
Q2 | $571K | Buy |
3,331
+160
| +5% | +$27.4K | 0.3% | 66 |
|
|
2022
Q1 | $659K | Sell |
3,171
-153
| -5% | -$31.8K | 0.33% | 58 |
|
|
2021
Q4 | $748K | Buy |
3,324
+53
| +2% | +$11.9K | 0.34% | 58 |
|
|
2021
Q3 | $721K | Buy |
3,271
+1
| +0% | +$220 | 0.37% | 60 |
|
|
2021
Q2 | $749K | Buy |
3,270
+1
| +0% | +$229 | 0.38% | 55 |
|
|
2021
Q1 | $739K | Buy |
3,269
+571
| +21% | +$129K | 0.38% | 56 |
|
|
2020
Q4 | $578K | Buy |
+2,698
| New | +$578K | 0.36% | 57 |
|