Forum 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 | $783K | Buy |
3,628
+11
| +0.3% | +$2.37K | 0.01% | 262 |
|
|
2025
Q1 | $721K | Sell |
3,617
-30
| -0.8% | -$5.98K | 0.01% | 263 |
|
|
2024
Q4 | $806K | Buy |
3,647
+437
| +14% | +$96.6K | 0.01% | 243 |
|
|
2024
Q3 | $709K | Buy |
3,210
+293
| +10% | +$64.7K | 0.01% | 241 |
|
|
2024
Q2 | $592K | Buy |
2,917
+4
| +0.1% | +$811 | 0.01% | 263 |
|
|
2024
Q1 | $613K | Buy |
2,913
+78
| +3% | +$16.4K | 0.01% | 269 |
|
|
2023
Q4 | $569K | Sell |
2,835
-839
| -23% | -$168K | 0.01% | 258 |
|
|
2023
Q3 | $649K | Buy |
3,674
+558
| +18% | +$98.6K | 0.01% | 222 |
|
|
2023
Q2 | $584K | Buy |
3,116
+205
| +7% | +$38.4K | 0.01% | 260 |
|
|
2023
Q1 | $519K | Buy |
2,911
+207
| +8% | +$36.9K | 0.02% | 257 |
|
|
2022
Q4 | $471K | Buy |
2,704
+100
| +4% | +$17.4K | 0.02% | 262 |
|
|
2022
Q3 | $429K | Buy |
2,604
+34
| +1% | +$5.6K | 0.02% | 254 |
|
|
2022
Q2 | $435K | Buy |
2,570
+216
| +9% | +$36.6K | 0.02% | 257 |
|
|
2022
Q1 | $483K | Sell |
2,354
-7
| -0.3% | -$1.44K | 0.02% | 246 |
|
|
2021
Q4 | $525K | Buy |
+2,361
| New | +$525K | 0.03% | 229 |
|