Financial Network Wealth 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 | $110K | Buy |
+556
| New | +$110K | 0.04% | 156 |
|
|
2023
Q4 | – | Sell |
-1,382
| Closed | -$240K | – | 114 |
|
|
2023
Q3 | $240K | Buy |
1,382
+175
| +14% | +$30.4K | 0.12% | 88 |
|
|
2023
Q2 | $237K | Sell |
1,207
-30
| -2% | -$5.89K | 0.11% | 89 |
|
|
2023
Q1 | $221K | Buy |
1,237
+32
| +3% | +$5.71K | 0.11% | 90 |
|
|
2022
Q4 | $210K | Buy |
+1,205
| New | +$210K | 0.11% | 96 |
|
|
2022
Q2 | – | Sell |
-1,129
| Closed | -$232K | – | 109 |
|
|
2022
Q1 | $232K | Buy |
+1,129
| New | +$232K | 0.12% | 99 |
|
|
2021
Q4 | – | Sell |
-1,007
| Closed | -$220K | – | 118 |
|
|
2021
Q3 | $220K | Buy |
1,007
+100
| +11% | +$21.8K | 0.13% | 101 |
|
|
2021
Q2 | $208K | Buy |
+907
| New | +$208K | 0.12% | 104 |
|