Forza Wealth 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 | $590K | Hold |
2,732
| – | – | 0.24% | 103 |
|
|
2025
Q1 | $545K | Hold |
2,732
| – | – | 0.25% | 104 |
|
|
2024
Q4 | $604K | Hold |
2,732
| – | – | 0.28% | 92 |
|
|
2024
Q3 | $603K | Hold |
2,732
| – | – | 0.28% | 99 |
|
|
2024
Q2 | $554K | Hold |
2,732
| – | – | 0.29% | 95 |
|
|
2024
Q1 | $575K | Hold |
2,732
| – | – | 0.3% | 91 |
|
|
2023
Q4 | $548K | Buy |
2,732
+1,440
| +111% | +$289K | 0.3% | 92 |
|
|
2023
Q3 | $228K | Hold |
1,292
| – | – | 0.12% | 169 |
|
|
2023
Q2 | $242K | Buy |
1,292
+27
| +2% | +$5.06K | 0.12% | 165 |
|
|
2023
Q1 | $226K | Buy |
+1,265
| New | +$226K | 0.12% | 165 |
|