Hartford Financial 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 | $55.7K | Hold |
258
| – | – | 0.02% | 180 |
|
|
2025
Q1 | $51.5K | Hold |
258
| – | – | 0.01% | 206 |
|
|
2024
Q4 | $57K | Hold |
258
| – | – | 0.01% | 207 |
|
|
2024
Q3 | $57K | Hold |
258
| – | – | 0.01% | 211 |
|
|
2024
Q2 | $52.3K | Sell |
258
-50
| -16% | -$10.1K | 0.01% | 219 |
|
|
2024
Q1 | $64.8K | Hold |
308
| – | – | 0.01% | 208 |
|
|
2023
Q4 | $61.8K | Hold |
308
| – | – | 0.01% | 211 |
|
|
2023
Q3 | $54.4K | Hold |
308
| – | – | 0.01% | 210 |
|
|
2023
Q2 | $57.7K | Hold |
308
| – | – | 0.01% | 206 |
|
|
2023
Q1 | $54.9K | Hold |
308
| – | – | 0.01% | 207 |
|
|
2022
Q4 | $53.7K | Sell |
308
-383
| -55% | -$66.8K | 0.01% | 203 |
|
|
2022
Q3 | $114K | Sell |
691
-7
| -1% | -$1.16K | 0.03% | 169 |
|
|
2022
Q2 | $118K | Buy |
698
+1
| +0.1% | +$169 | 0.03% | 167 |
|
|
2022
Q1 | $143K | Buy |
697
+51
| +8% | +$10.5K | 0.03% | 164 |
|
|
2021
Q4 | $144K | Buy |
646
+2
| +0.3% | +$446 | 0.03% | 163 |
|
|
2021
Q3 | $141K | Hold |
644
| – | – | 0.04% | 160 |
|
|
2021
Q2 | $148K | Buy |
644
+2
| +0.3% | +$460 | 0.04% | 159 |
|
|
2021
Q1 | $142K | Hold |
642
| – | – | 0.04% | 158 |
|
|
2020
Q4 | $126K | Buy |
642
+1
| +0.2% | +$196 | 0.03% | 160 |
|
|
2020
Q3 | $96K | Buy |
641
+1
| +0.2% | +$150 | 0.03% | 163 |
|
|
2020
Q2 | $92K | Buy |
640
+3
| +0.5% | +$431 | 0.03% | 167 |
|
|
2020
Q1 | $73K | Hold |
637
| – | – | 0.03% | 167 |
|
|
2019
Q4 | $106K | Buy |
637
+2
| +0.3% | +$333 | 0.03% | 175 |
|
|
2019
Q3 | $96K | Hold |
635
| – | – | 0.03% | 179 |
|
|
2019
Q2 | $99K | Buy |
635
+2
| +0.3% | +$312 | 0.03% | 182 |
|
|
2019
Q1 | $97K | Buy |
633
+66
| +12% | +$10.1K | 0.03% | 182 |
|
|
2018
Q4 | $76K | Hold |
567
| – | – | 0.03% | 190 |
|
|
2018
Q3 | $96K | Hold |
567
| – | – | 0.03% | 195 |
|
|
2018
Q2 | $93K | Buy |
+567
| New | +$93K | 0.03% | 197 |
|
|
2017
Q4 | – | Sell |
-570
| Closed | -$84K | – | 365 |
|
|
2017
Q3 | $84K | Buy |
+570
| New | +$84K | 0.04% | 165 |
|