Greenwich Wealth 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
$1.73M Sell
7,999
-14
-0.2% -$3.02K 0.08% 101
2025
Q1
$1.6M Sell
8,013
-340
-4% -$67.8K 0.12% 95
2024
Q4
$1.85M Buy
8,353
+18
+0.2% +$3.98K 0.13% 81
2024
Q3
$1.84M Sell
8,335
-30
-0.4% -$6.63K 0.13% 86
2024
Q2
$1.7M Sell
8,365
-25
-0.3% -$5.07K 0.12% 84
2024
Q1
$1.76M Sell
8,390
-36
-0.4% -$7.57K 0.14% 83
2023
Q4
$1.69M Hold
8,426
0.17% 77
2023
Q3
$1.49M Sell
8,426
-825
-9% -$146K 0.16% 82
2023
Q2
$1.73M Sell
9,251
-329
-3% -$61.6K 0.18% 79
2023
Q1
$1.71M Sell
9,580
-66
-0.7% -$11.8K 0.19% 78
2022
Q4
$1.68M Buy
+9,646
New +$1.68M 0.19% 78
2019
Q3
Sell
-11,001
Closed -$1.71M 192
2019
Q2
$1.71M Buy
+11,001
New +$1.71M 0.29% 59