GPS Wealth Strategies Group’s iShares Russell 2000 ETF IWM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $139K | Sell |
643
-61
| -9% | -$13.2K | 0.02% | 389 |
|
|
2025
Q1 | $140K | Sell |
704
-178
| -20% | -$35.5K | 0.02% | 381 |
|
|
2024
Q4 | $195K | Hold |
882
| – | – | 0.03% | 303 |
|
|
2024
Q3 | $195K | Buy |
882
+279
| +46% | +$61.6K | 0.03% | 308 |
|
|
2024
Q2 | $122K | Sell |
603
-55
| -8% | -$11.2K | 0.02% | 357 |
|
|
2024
Q1 | $138K | Sell |
658
-20
| -3% | -$4.21K | 0.02% | 315 |
|
|
2023
Q4 | $136K | Buy |
678
+37
| +6% | +$7.42K | 0.02% | 299 |
|
|
2023
Q3 | $113K | Buy |
641
+160
| +33% | +$28.3K | 0.02% | 338 |
|
|
2023
Q2 | $90K | Sell |
481
-55
| -10% | -$10.3K | 0.02% | 381 |
|
|
2023
Q1 | $95.6K | Buy |
+536
| New | +$95.6K | 0.02% | 355 |
|
|
2022
Q4 | – | Sell |
-253
| Closed | -$42K | – | 614 |
|
|
2022
Q3 | $42K | Sell |
253
-48
| -16% | -$7.97K | 0.01% | 467 |
|
|
2022
Q2 | $51K | Buy |
301
+132
| +78% | +$22.4K | 0.01% | 437 |
|
|
2022
Q1 | $35K | Buy |
169
+17
| +11% | +$3.52K | 0.01% | 482 |
|
|
2021
Q4 | $34K | Hold |
152
| – | – | 0.01% | 483 |
|
|
2021
Q3 | $33K | Hold |
152
| – | – | 0.01% | 473 |
|
|
2021
Q2 | $35K | Buy |
152
+9
| +6% | +$2.07K | 0.01% | 484 |
|
|
2021
Q1 | $31K | Buy |
+143
| New | +$31K | 0.01% | 466 |
|