Cambridge Financial Group (Arizona)’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 | Sell |
1,059
-50
| -5% | -$10.8K | 0.09% | 135 |
|
|
2025
Q1 | $221K | Buy |
1,109
+50
| +5% | +$9.98K | 0.09% | 132 |
|
|
2024
Q4 | $234K | Hold |
1,059
| – | – | 0.1% | 122 |
|
|
2024
Q3 | $234K | Sell |
1,059
-59
| -5% | -$13K | 0.1% | 122 |
|
|
2024
Q2 | $227K | Buy |
1,118
+59
| +6% | +$12K | 0.1% | 121 |
|
|
2024
Q1 | $223K | Hold |
1,059
| – | – | 0.11% | 117 |
|
|
2023
Q4 | $213K | Buy |
+1,059
| New | +$213K | 0.11% | 120 |
|