FWL 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 | $6.47K | Hold |
30
| – | – | ﹤0.01% | 253 |
|
2025
Q1 | $5.99K | Hold |
30
| – | – | ﹤0.01% | 244 |
|
2024
Q4 | $6.63K | Hold |
30
| – | – | ﹤0.01% | 259 |
|
2024
Q3 | $6.63K | Hold |
30
| – | – | ﹤0.01% | 251 |
|
2024
Q2 | $6.09K | Sell |
30
-10
| -25% | -$2.03K | ﹤0.01% | 203 |
|
2024
Q1 | $8.41K | Sell |
40
-15
| -27% | -$3.16K | ﹤0.01% | 173 |
|
2023
Q4 | $11K | Sell |
55
-40
| -42% | -$8.03K | 0.01% | 153 |
|
2023
Q3 | $16.8K | Buy |
+95
| New | +$16.8K | 0.01% | 129 |
|
2023
Q2 | – | Sell |
-95
| Closed | -$16.9K | – | 61 |
|
2023
Q1 | $16.9K | Sell |
95
-40
| -30% | -$7.14K | 0.01% | 61 |
|
2022
Q4 | $23.5K | Buy |
+135
| New | +$23.5K | 0.02% | 115 |
|