Garden State Investment Advisory Services’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 | $2.86M | Sell |
13,247
-768
| -5% | -$166K | 0.72% | 31 |
|
|
2025
Q1 | $2.73M | Buy |
14,015
+3,217
| +30% | +$627K | 0.87% | 29 |
|
|
2024
Q4 | $2.39M | Buy |
10,798
+1,947
| +22% | +$431K | 0.71% | 38 |
|
|
2024
Q3 | $1.96M | Buy |
8,851
+652
| +8% | +$144K | 0.63% | 36 |
|
|
2024
Q2 | $1.66M | Sell |
8,199
-852
| -9% | -$173K | 0.57% | 41 |
|
|
2024
Q1 | $1.89M | Buy |
9,051
+6,923
| +325% | +$1.44M | 0.69% | 34 |
|
|
2023
Q4 | $427K | Buy |
2,128
+554
| +35% | +$111K | 0.17% | 118 |
|
|
2023
Q3 | $279K | Sell |
1,574
-131
| -8% | -$23.2K | 0.13% | 140 |
|
|
2023
Q2 | $319K | Sell |
1,705
-141
| -8% | -$26.4K | 0.13% | 136 |
|
|
2023
Q1 | $329K | Sell |
1,846
-24
| -1% | -$4.28K | 0.14% | 124 |
|
|
2022
Q4 | $326K | Buy |
+1,870
| New | +$326K | 0.19% | 122 |
|