GoalVest Advisory’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 | $229K | Buy |
1,061
+740
| +231% | +$160K | 0.06% | 120 |
|
|
2025
Q1 | $64K | Hold |
321
| – | – | 0.02% | 170 |
|
|
2024
Q4 | $70.9K | Hold |
321
| – | – | 0.02% | 165 |
|
|
2024
Q3 | $70.9K | Hold |
321
| – | – | 0.02% | 162 |
|
|
2024
Q2 | $65.1K | Sell |
321
-71
| -18% | -$14.4K | 0.02% | 157 |
|
|
2024
Q1 | $82.4K | Buy |
392
+8
| +2% | +$1.68K | 0.03% | 163 |
|
|
2023
Q4 | $77.1K | Sell |
384
-426
| -53% | -$85.5K | 0.03% | 108 |
|
|
2023
Q3 | $143K | Buy |
810
+321
| +66% | +$56.7K | 0.07% | 84 |
|
|
2023
Q2 | $91.6K | Buy |
489
+331
| +209% | +$62K | 0.05% | 103 |
|
|
2023
Q1 | $28.2K | Sell |
158
-27
| -15% | -$4.82K | 0.02% | 150 |
|
|
2022
Q4 | $32.3K | Hold |
185
| – | – | 0.02% | 130 |
|
|
2022
Q3 | $31K | Sell |
185
-380
| -67% | -$63.7K | 0.02% | 132 |
|
|
2022
Q2 | $98K | Hold |
565
| – | – | 0.06% | 128 |
|
|
2022
Q1 | $116K | Buy |
+565
| New | +$116K | 0.07% | 123 |
|
|
2021
Q2 | $130K | Hold |
565
| – | – | 0.08% | 125 |
|
|
2021
Q1 | $125K | Sell |
565
-31
| -5% | -$6.86K | 0.09% | 110 |
|
|
2020
Q4 | $117K | Buy |
+596
| New | +$117K | 0.1% | 97 |
|