Financial Perspectives’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 | $838K | Buy |
3,884
+703
| +22% | +$152K | 0.25% | 57 |
|
|
2025
Q1 | $635K | Buy |
3,181
+338
| +12% | +$67.4K | 0.22% | 64 |
|
|
2024
Q4 | $628K | Buy |
2,843
+312
| +12% | +$68.9K | 0.21% | 70 |
|
|
2024
Q3 | $559K | Buy |
2,531
+159
| +7% | +$35.1K | 0.19% | 70 |
|
|
2024
Q2 | $481K | Buy |
2,372
+222
| +10% | +$45.1K | 0.18% | 74 |
|
|
2024
Q1 | $452K | Buy |
2,150
+148
| +7% | +$31.1K | 0.17% | 74 |
|
|
2023
Q4 | $402K | Buy |
2,002
+449
| +29% | +$90.1K | 0.16% | 79 |
|
|
2023
Q3 | $274K | Buy |
1,553
+137
| +10% | +$24.2K | 0.13% | 96 |
|
|
2023
Q2 | $265K | Buy |
1,416
+721
| +104% | +$135K | 0.12% | 104 |
|
|
2023
Q1 | $124K | Buy |
695
+420
| +153% | +$74.9K | 0.06% | 162 |
|
|
2022
Q4 | $47.9K | Buy |
+275
| New | +$47.9K | 0.02% | 251 |
|