Financial & Tax Architects’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 | – | Sell |
-2,716
| Closed | -$600K | – | 108 |
|
|
2024
Q4 | $600K | Buy |
+2,716
| New | +$600K | 0.15% | 74 |
|
|
2022
Q2 | – | Sell |
-1,020
| Closed | -$209K | – | 88 |
|
|
2022
Q1 | $209K | Hold |
1,020
| – | – | 0.08% | 89 |
|
|
2021
Q4 | $227K | Hold |
1,020
| – | – | 0.09% | 91 |
|
|
2021
Q3 | $223K | Buy |
+1,020
| New | +$223K | 0.1% | 96 |
|