Focus Partners Wealth’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 | $81.2M | Buy |
376,321
+27,598
| +8% | +$5.96M | 0.18% | 126 |
|
|
2025
Q1 | $69.6M | Sell |
348,723
-47,973
| -12% | -$9.57M | 0.17% | 125 |
|
|
2024
Q4 | $87.7M | Buy |
396,696
+24,391
| +7% | +$5.39M | 0.23% | 98 |
|
|
2024
Q3 | $82.2M | Sell |
372,305
-147,823
| -28% | -$32.7M | 0.26% | 83 |
|
|
2024
Q2 | $106M | Buy |
520,128
+433,260
| +499% | +$87.9M | 0.36% | 69 |
|
|
2024
Q1 | $18.3M | Buy |
86,868
+14,327
| +20% | +$3.01M | 0.15% | 154 |
|
|
2023
Q4 | $14.6M | Buy |
+72,541
| New | +$14.6M | 0.19% | 125 |
|