Hantz Financial Services’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 | $119K | Sell |
550
-893
| -62% | -$193K | ﹤0.01% | 722 |
|
|
2025
Q1 | $288K | Sell |
1,443
-126
| -8% | -$25.1K | 0.01% | 540 |
|
|
2024
Q4 | $347K | Buy |
1,569
+128
| +9% | +$28.3K | 0.01% | 527 |
|
|
2024
Q3 | $318K | Buy |
1,441
+1,260
| +696% | +$278K | 0.01% | 531 |
|
|
2024
Q2 | $37K | Sell |
181
-116
| -39% | -$23.7K | ﹤0.01% | 683 |
|
|
2024
Q1 | $62K | Buy |
297
+165
| +125% | +$34.4K | ﹤0.01% | 645 |
|
|
2023
Q4 | $26K | Buy |
132
+1
| +0.8% | +$197 | ﹤0.01% | 703 |
|
|
2023
Q3 | $23K | Hold |
131
| – | – | ﹤0.01% | 707 |
|
|
2023
Q2 | $25K | Buy |
131
+43
| +49% | +$8.21K | ﹤0.01% | 684 |
|
|
2023
Q1 | $16K | Buy |
88
+24
| +38% | +$4.36K | ﹤0.01% | 724 |
|
|
2022
Q4 | $11K | Buy |
64
+1
| +2% | +$172 | ﹤0.01% | 737 |
|
|
2022
Q3 | $10K | Hold |
63
| – | – | ﹤0.01% | 742 |
|
|
2022
Q2 | $11K | Hold |
63
| – | – | ﹤0.01% | 729 |
|
|
2022
Q1 | $13K | Sell |
63
-631
| -91% | -$130K | ﹤0.01% | 751 |
|
|
2021
Q4 | $154K | Hold |
694
| – | – | ﹤0.01% | 522 |
|
|
2021
Q3 | $152K | Hold |
694
| – | – | 0.01% | 512 |
|
|
2021
Q2 | $159K | Sell |
694
-20
| -3% | -$4.58K | 0.01% | 477 |
|
|
2021
Q1 | $158K | Hold |
714
| – | – | 0.01% | 453 |
|
|
2020
Q4 | $140K | Sell |
714
-200
| -22% | -$39.2K | 0.01% | 434 |
|
|
2020
Q3 | $137K | Sell |
914
-864
| -49% | -$130K | 0.01% | 399 |
|
|
2020
Q2 | $255K | Buy |
+1,778
| New | +$255K | 0.01% | 345 |
|