Holistic Planning’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 | $463K | Buy |
2,145
+198
| +10% | +$42.7K | 0.13% | 126 |
|
|
2025
Q1 | $388K | Buy |
1,947
+70
| +4% | +$14K | 0.13% | 117 |
|
|
2024
Q4 | $415K | Sell |
1,877
-53
| -3% | -$11.7K | 0.15% | 106 |
|
|
2024
Q3 | $426K | Buy |
1,930
+39
| +2% | +$8.62K | 0.18% | 92 |
|
|
2024
Q2 | $398K | Hold |
1,891
| – | – | 0.31% | 74 |
|
|
2024
Q1 | $398K | Sell |
1,891
-213
| -10% | -$44.8K | 0.3% | 74 |
|
|
2023
Q4 | $422K | Buy |
+2,104
| New | +$422K | 0.36% | 68 |
|