Freedom Investment 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 | $902K | Buy |
4,179
+955
| +30% | +$206K | 0.07% | 280 |
|
|
2025
Q1 | $643K | Sell |
3,224
-1,162
| -26% | -$232K | 0.05% | 354 |
|
|
2024
Q4 | $969K | Buy |
4,386
+308
| +8% | +$68.1K | 0.08% | 241 |
|
|
2024
Q3 | $901K | Buy |
4,078
+456
| +13% | +$101K | 0.07% | 280 |
|
|
2024
Q2 | $735K | Buy |
+3,622
| New | +$735K | 0.06% | 313 |
|
|
2023
Q1 | – | Sell |
-1,441
| Closed | -$251K | – | 742 |
|
|
2022
Q4 | $251K | Buy |
+1,441
| New | +$251K | 0.03% | 616 |
|
|
2021
Q1 | – | Sell |
-1,199
| Closed | -$235K | – | 875 |
|
|
2020
Q4 | $235K | Buy |
+1,199
| New | +$235K | 0.03% | 535 |
|
|
2020
Q3 | – | Sell |
-2,300
| Closed | -$329K | – | 577 |
|
|
2020
Q2 | $329K | Sell |
2,300
-9,048
| -80% | -$1.29M | 0.04% | 378 |
|
|
2020
Q1 | $1.87M | Sell |
11,348
-1,312
| -10% | -$216K | 0.17% | 127 |
|
|
2019
Q4 | $2.1M | Buy |
12,660
+11,095
| +709% | +$1.84M | 0.18% | 123 |
|
|
2019
Q3 | $237K | Buy |
+1,565
| New | +$237K | 0.02% | 584 |
|
|
2019
Q1 | – | Sell |
-3,259
| Closed | -$436K | – | 739 |
|
|
2018
Q4 | $436K | Buy |
+3,259
| New | +$436K | 0.03% | 462 |
|
|
2018
Q2 | – | Sell |
-1,633
| Closed | -$248K | – | 1033 |
|
|
2018
Q1 | $248K | Buy |
1,633
+106
| +7% | +$16.1K | 0.01% | 947 |
|
|
2017
Q4 | $233K | Sell |
1,527
-36
| -2% | -$5.49K | 0.01% | 983 |
|
|
2017
Q3 | $232K | Buy |
+1,563
| New | +$232K | 0.01% | 957 |
|
|
2016
Q4 | – | Sell |
-1,763
| Closed | -$219K | – | 1022 |
|
|
2016
Q3 | $219K | Buy |
+1,763
| New | +$219K | 0.01% | 782 |
|
|
2015
Q3 | – | Sell |
-1,771
| Closed | -$221K | – | 704 |
|
|
2015
Q2 | $221K | Buy |
+1,771
| New | +$221K | 0.02% | 606 |
|