GeoWealth 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 | $227K | Sell |
1,052
-1,034
| -50% | -$223K | 0.01% | 625 |
|
|
2025
Q1 | $416K | Sell |
2,086
-584
| -22% | -$117K | 0.02% | 465 |
|
|
2024
Q4 | $590K | Buy |
2,670
+1,445
| +118% | +$319K | 0.02% | 429 |
|
|
2024
Q3 | $271K | Buy |
1,225
+23
| +2% | +$5.08K | 0.01% | 631 |
|
|
2024
Q2 | $244K | Sell |
1,202
-12
| -1% | -$2.44K | 0.01% | 632 |
|
|
2024
Q1 | $255K | Buy |
1,214
+165
| +16% | +$34.7K | 0.01% | 613 |
|
|
2023
Q4 | $210K | Buy |
1,049
+149
| +17% | +$29.8K | 0.02% | 495 |
|
|
2023
Q3 | $159K | Buy |
900
+65
| +8% | +$11.5K | 0.02% | 305 |
|
|
2023
Q2 | $156K | Buy |
835
+328
| +65% | +$61.3K | 0.02% | 257 |
|
|
2023
Q1 | $90K | Buy |
+507
| New | +$90K | 0.01% | 248 |
|
|
2021
Q3 | – | Sell |
-364
| Closed | -$83K | – | 397 |
|
|
2021
Q2 | $83K | Sell |
364
-11,670
| -97% | -$2.66M | 0.01% | 214 |
|
|
2021
Q1 | $2.66M | Sell |
12,034
-3,385
| -22% | -$748K | 0.41% | 58 |
|
|
2020
Q4 | $3.04M | Buy |
15,419
+5,101
| +49% | +$1M | 0.49% | 58 |
|
|
2020
Q3 | $1.54M | Buy |
10,318
+2,147
| +26% | +$320K | 0.47% | 68 |
|
|
2020
Q2 | $1.17M | Buy |
+8,171
| New | +$1.17M | 0.48% | 63 |
|
|
2019
Q4 | – | Sell |
-2,792
| Closed | -$423K | – | 146 |
|
|
2019
Q3 | $423K | Buy |
+2,792
| New | +$423K | 0.1% | 114 |
|