Highline Wealth Partners’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 | $69.2K | Buy |
321
+11
| +4% | +$2.37K | 0.02% | 123 |
|
|
2025
Q1 | $61.9K | Buy |
310
+210
| +210% | +$41.9K | 0.02% | 120 |
|
|
2024
Q4 | $22.1K | Hold |
100
| – | – | 0.01% | 175 |
|
|
2024
Q3 | $22.1K | Sell |
100
-74
| -43% | -$16.3K | 0.01% | 182 |
|
|
2024
Q2 | $35.3K | Buy |
174
+41
| +31% | +$8.32K | 0.01% | 145 |
|
|
2024
Q1 | $28K | Buy |
+133
| New | +$28K | 0.01% | 158 |
|