HB 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 | $9.29M | Sell |
43,070
-230
| -0.5% | -$49.6K | 0.07% | 143 |
|
|
2025
Q1 | $8.64M | Buy |
43,300
+2,889
| +7% | +$576K | 0.07% | 150 |
|
|
2024
Q4 | $8.93M | Buy |
40,411
+1,127
| +3% | +$249K | 0.09% | 107 |
|
|
2024
Q3 | $8.68M | Sell |
39,284
-678
| -2% | -$150K | 0.09% | 105 |
|
|
2024
Q2 | $8.11M | Buy |
39,962
+862
| +2% | +$175K | 0.09% | 102 |
|
|
2024
Q1 | $8.22M | Buy |
39,100
+3,187
| +9% | +$670K | 0.1% | 104 |
|
|
2023
Q4 | $7.21M | Buy |
35,913
+1,062
| +3% | +$213K | 0.1% | 104 |
|
|
2023
Q3 | $6.16M | Buy |
34,851
+3,102
| +10% | +$548K | 0.1% | 103 |
|
|
2023
Q2 | $5.95M | Buy |
31,749
+1,410
| +5% | +$264K | 0.09% | 109 |
|
|
2023
Q1 | $5.41M | Buy |
30,339
+1,672
| +6% | +$298K | 0.09% | 110 |
|
|
2022
Q4 | $5M | Buy |
28,667
+6,477
| +29% | +$1.13M | 0.09% | 111 |
|
|
2022
Q3 | $3.66M | Sell |
22,190
-1,152
| -5% | -$190K | 0.08% | 123 |
|
|
2022
Q2 | $3.95M | Sell |
23,342
-1,160
| -5% | -$196K | 0.08% | 119 |
|
|
2022
Q1 | $5.03M | Buy |
24,502
+10,335
| +73% | +$2.12M | 0.09% | 108 |
|
|
2021
Q4 | $3.15M | Buy |
+14,167
| New | +$3.15M | 0.06% | 123 |
|