Horizons 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 | $154K | Buy |
712
+166
| +30% | +$35.8K | 0.11% | 66 |
|
|
2025
Q1 | $109K | Hold |
546
| – | – | 0.08% | 75 |
|
|
2024
Q4 | $121K | Sell |
546
-166
| -23% | -$36.7K | 0.09% | 68 |
|
|
2024
Q3 | $157K | Hold |
712
| – | – | 0.12% | 69 |
|
|
2024
Q2 | $154K | Sell |
712
-26
| -4% | -$5.64K | 0.12% | 69 |
|
|
2024
Q1 | $148K | Hold |
738
| – | – | 0.1% | 67 |
|
|
2023
Q4 | $148K | Hold |
738
| – | – | 0.1% | 67 |
|
|
2023
Q3 | $130K | Hold |
738
| – | – | 0.1% | 69 |
|
|
2023
Q2 | $138K | Sell |
738
-402
| -35% | -$75.3K | 0.1% | 71 |
|
|
2023
Q1 | $203K | Sell |
1,140
-42
| -4% | -$7.49K | 0.15% | 59 |
|
|
2022
Q4 | $206K | Sell |
1,182
-4
| -0.3% | -$697 | 0.16% | 58 |
|
|
2022
Q3 | $196K | Hold |
1,186
| – | – | 0.18% | 52 |
|
|
2022
Q2 | $236K | Buy |
+1,186
| New | +$236K | 0.19% | 49 |
|