Hummer Financial Advisory Services’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 | $426K | Hold |
1,975
| – | – | 0.32% | 66 |
|
|
2025
Q1 | $394K | Hold |
1,975
| – | – | 0.32% | 66 |
|
|
2024
Q4 | $436K | Hold |
1,975
| – | – | 0.35% | 57 |
|
|
2024
Q3 | $436K | Hold |
1,975
| – | – | 0.34% | 61 |
|
|
2024
Q2 | $401K | Hold |
1,975
| – | – | 0.35% | 58 |
|
|
2024
Q1 | $415K | Hold |
1,975
| – | – | 0.34% | 57 |
|
|
2023
Q4 | $396K | Hold |
1,975
| – | – | 0.36% | 59 |
|
|
2023
Q3 | $351K | Hold |
1,975
| – | – | 0.36% | 58 |
|
|
2023
Q2 | $370K | Hold |
1,975
| – | – | 0.36% | 60 |
|
|
2023
Q1 | $352K | Hold |
1,975
| – | – | 0.37% | 64 |
|
|
2022
Q4 | $344K | Hold |
1,975
| – | – | 0.38% | 64 |
|
|
2022
Q3 | $326K | Hold |
1,975
| – | – | 0.38% | 66 |
|
|
2022
Q2 | $334K | Hold |
1,975
| – | – | 0.38% | 66 |
|
|
2022
Q1 | $405K | Buy |
1,975
+75
| +4% | +$15.4K | 0.37% | 65 |
|
|
2021
Q4 | $423K | Sell |
1,900
-75
| -4% | -$16.7K | 0.36% | 65 |
|
|
2021
Q3 | $432K | Hold |
1,975
| – | – | 0.4% | 61 |
|
|
2021
Q2 | $453K | Hold |
1,975
| – | – | 0.42% | 58 |
|
|
2021
Q1 | $436K | Hold |
1,975
| – | – | 0.42% | 61 |
|
|
2020
Q4 | $387K | Sell |
1,975
-40
| -2% | -$7.84K | 0.41% | 62 |
|
|
2020
Q3 | $302K | Hold |
2,015
| – | – | 0.36% | 67 |
|
|
2020
Q2 | $289K | Hold |
2,015
| – | – | 0.37% | 62 |
|
|
2020
Q1 | $231K | Buy |
+2,015
| New | +$231K | 0.35% | 72 |
|