Howard 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 | $720K | Sell |
3,335
-237
| -7% | -$51.1K | 0.36% | 67 |
|
|
2025
Q1 | $713K | Sell |
3,572
-213
| -6% | -$42.5K | 0.4% | 65 |
|
|
2024
Q4 | $836K | Sell |
3,785
-445
| -11% | -$98.3K | 0.45% | 59 |
|
|
2024
Q3 | $934K | Sell |
4,230
-143
| -3% | -$31.6K | 0.54% | 51 |
|
|
2024
Q2 | $887K | Sell |
4,373
-135
| -3% | -$27.4K | 0.7% | 38 |
|
|
2024
Q1 | $948K | Sell |
4,508
-62
| -1% | -$13K | 0.77% | 35 |
|
|
2023
Q4 | $917K | Sell |
4,570
-133
| -3% | -$26.7K | 0.77% | 37 |
|
|
2023
Q3 | $831K | Sell |
4,703
-166
| -3% | -$29.3K | 0.77% | 37 |
|
|
2023
Q2 | $912K | Sell |
4,869
-33
| -0.7% | -$6.18K | 0.79% | 35 |
|
|
2023
Q1 | $875K | Sell |
4,902
-68
| -1% | -$12.1K | 0.73% | 41 |
|
|
2022
Q4 | $866K | Buy |
4,970
+69
| +1% | +$12K | 0.71% | 39 |
|
|
2022
Q3 | $808K | Buy |
+4,901
| New | +$808K | 0.57% | 46 |
|
|
2022
Q2 | – | Sell |
-4,932
| Closed | -$1.01M | – | 100 |
|
|
2022
Q1 | $1.01M | Buy |
4,932
+30
| +0.6% | +$6.16K | 0.55% | 49 |
|
|
2021
Q4 | $1.09M | Buy |
4,902
+101
| +2% | +$22.5K | 0.58% | 48 |
|
|
2021
Q3 | $1.05M | Sell |
4,801
-66
| -1% | -$14.4K | 0.59% | 48 |
|
|
2021
Q2 | $1.12M | Sell |
4,867
-11
| -0.2% | -$2.52K | 0.61% | 44 |
|
|
2021
Q1 | $1.08M | Buy |
4,878
+124
| +3% | +$27.4K | 0.63% | 42 |
|
|
2020
Q4 | $932K | Buy |
4,754
+66
| +1% | +$12.9K | 0.58% | 46 |
|
|
2020
Q3 | $702K | Buy |
4,688
+31
| +0.7% | +$4.64K | 0.5% | 49 |
|
|
2020
Q2 | $666K | Sell |
4,657
-516
| -10% | -$73.8K | 0.54% | 49 |
|
|
2020
Q1 | $592K | Buy |
5,173
+903
| +21% | +$103K | 0.62% | 40 |
|
|
2019
Q4 | $707K | Buy |
+4,270
| New | +$707K | 0.59% | 34 |
|