HFG Advisors’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 | $896K | Sell |
4,154
-20
| -0.5% | -$4.32K | 0.71% | 39 |
|
|
2025
Q1 | $833K | Sell |
4,174
-196
| -4% | -$39.1K | 0.71% | 44 |
|
|
2024
Q4 | $966K | Buy |
4,370
+170
| +4% | +$37.6K | 0.84% | 37 |
|
|
2024
Q3 | $928K | Sell |
4,200
-394
| -9% | -$87K | 0.82% | 34 |
|
|
2024
Q2 | $932K | Sell |
4,594
-353
| -7% | -$71.6K | 0.87% | 31 |
|
|
2024
Q1 | $1.04M | Buy |
4,947
+20
| +0.4% | +$4.21K | 0.92% | 31 |
|
|
2023
Q4 | $989K | Sell |
4,927
-131
| -3% | -$26.3K | 0.95% | 27 |
|
|
2023
Q3 | $894K | Buy |
5,058
+22
| +0.4% | +$3.89K | 0.98% | 26 |
|
|
2023
Q2 | $943K | Buy |
5,036
+116
| +2% | +$21.7K | 1% | 27 |
|
|
2023
Q1 | $878K | Buy |
4,920
+9
| +0.2% | +$1.61K | 1% | 26 |
|
|
2022
Q4 | $856K | Buy |
4,911
+74
| +2% | +$12.9K | 1.01% | 27 |
|
|
2022
Q3 | $798K | Buy |
4,837
+87
| +2% | +$14.4K | 1.11% | 28 |
|
|
2022
Q2 | $804K | Buy |
4,750
+19
| +0.4% | +$3.22K | 1.09% | 26 |
|
|
2022
Q1 | $971K | Buy |
4,731
+136
| +3% | +$27.9K | 1.11% | 27 |
|
|
2021
Q4 | $1.02M | Buy |
+4,595
| New | +$1.02M | 1.15% | 28 |
|