Gen-Wealth Partners’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 | $658K | Hold |
3,047
| – | – | 0.25% | 101 |
|
|
2025
Q1 | $608K | Sell |
3,047
-1,386
| -31% | -$276K | 0.25% | 103 |
|
|
2024
Q4 | $980K | Buy |
4,433
+124
| +3% | +$27.4K | 0.42% | 54 |
|
|
2024
Q3 | $954K | Buy |
4,309
+379
| +10% | +$83.9K | 0.42% | 54 |
|
|
2024
Q2 | $797K | Buy |
3,930
+456
| +13% | +$92.5K | 0.39% | 59 |
|
|
2024
Q1 | $731K | Buy |
+3,474
| New | +$731K | 0.36% | 61 |
|