Flagstone Financial 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
Q2 | $379K | Sell |
1,758
-7
| -0.4% | -$1.51K | 0.11% | 43 |
|
|
2025
Q1 | $352K | Hold |
1,765
| – | – | 0.11% | 40 |
|
|
2024
Q4 | $390K | Buy |
1,765
+7
| +0.4% | +$1.55K | 0.13% | 39 |
|
|
2024
Q3 | $388K | Buy |
1,758
+293
| +20% | +$64.7K | 0.13% | 40 |
|
|
2024
Q2 | $297K | Hold |
1,465
| – | – | 0.11% | 41 |
|
|
2024
Q1 | $308K | Hold |
1,465
| – | – | 0.12% | 38 |
|
|
2023
Q4 | $294K | Hold |
1,465
| – | – | 0.12% | 39 |
|
|
2023
Q3 | $259K | Hold |
1,465
| – | – | 0.12% | 35 |
|
|
2023
Q2 | $274K | Hold |
1,465
| – | – | 0.13% | 35 |
|
|
2023
Q1 | $261K | Hold |
1,465
| – | – | 0.13% | 36 |
|
|
2022
Q4 | $255K | Buy |
+1,465
| New | +$255K | 0.16% | 38 |
|