Friedenthal Financial’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 | $345K | Sell |
1,601
-13
| -0.8% | -$2.81K | 0.19% | 93 |
|
2025
Q1 | $322K | Buy |
1,614
+18
| +1% | +$3.59K | 0.19% | 91 |
|
2024
Q4 | $353K | Sell |
1,596
-52
| -3% | -$11.5K | 0.21% | 100 |
|
2024
Q3 | $364K | Sell |
1,648
-620
| -27% | -$137K | 0.21% | 96 |
|
2024
Q2 | $460K | Sell |
2,268
-1,403
| -38% | -$285K | 0.29% | 90 |
|
2024
Q1 | $772K | Buy |
3,671
+2,751
| +299% | +$579K | 0.48% | 67 |
|
2023
Q4 | $185K | Buy |
+920
| New | +$185K | 0.12% | 106 |
|
2021
Q4 | – | Sell |
-4,547
| Closed | -$995K | – | 77 |
|
2021
Q3 | $995K | Buy |
4,547
+211
| +5% | +$46.2K | 0.59% | 34 |
|
2021
Q2 | $995K | Buy |
4,336
+2,328
| +116% | +$534K | 0.6% | 35 |
|
2021
Q1 | $444K | Sell |
2,008
-121
| -6% | -$26.8K | 0.33% | 41 |
|
2020
Q4 | $418K | Buy |
+2,129
| New | +$418K | 0.31% | 41 |
|
2018
Q4 | – | Sell |
-2,880
| Closed | -$485K | – | 55 |
|
2018
Q3 | $485K | Sell |
2,880
-34
| -1% | -$5.73K | 0.4% | 45 |
|
2018
Q2 | $477K | Buy |
+2,914
| New | +$477K | 0.41% | 47 |
|
2016
Q2 | – | Sell |
-5,594
| Closed | -$630K | – | 50 |
|
2016
Q1 | $630K | Hold |
5,594
| – | – | 0.58% | 20 |
|
2015
Q4 | $630K | Sell |
5,594
-1,118
| -17% | -$126K | 0.57% | 20 |
|
2015
Q3 | $733K | Sell |
6,712
-133
| -2% | -$14.5K | 0.66% | 14 |
|
2015
Q2 | $855K | Hold |
6,845
| – | – | 0.74% | 20 |
|
2015
Q1 | $851K | Hold |
6,845
| – | – | 0.72% | 25 |
|
2014
Q4 | $819K | Buy |
6,845
+188
| +3% | +$22.5K | 0.7% | 22 |
|
2014
Q3 | $728K | Sell |
6,657
-27
| -0.4% | -$2.95K | 0.62% | 23 |
|
2014
Q2 | $794K | Sell |
6,684
-63,854
| -91% | -$7.59M | 0.64% | 24 |
|
2014
Q1 | $8.21M | Buy |
70,538
+4,441
| +7% | +$517K | 6.93% | 6 |
|
2013
Q4 | $7.63M | Buy |
+66,097
| New | +$7.63M | 7.06% | 5 |
|