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 |
|