Gray Private Wealth’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 | $8.25M | Buy |
38,245
+537
| +1% | +$116K | 4.44% | 4 |
|
|
2025
Q1 | $7.52M | Buy |
37,708
+1,462
| +4% | +$292K | 4.53% | 4 |
|
|
2024
Q4 | $8.01M | Buy |
36,246
+207
| +0.6% | +$45.7K | 4.77% | 4 |
|
|
2024
Q3 | $7.96M | Buy |
36,039
+415
| +1% | +$91.7K | 4.76% | 4 |
|
|
2024
Q2 | $7.23M | Buy |
35,624
+267
| +0.8% | +$54.2K | 4.63% | 4 |
|
|
2024
Q1 | $7.44M | Buy |
+35,357
| New | +$7.44M | 4.89% | 4 |
|