IAG 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 | $601K | Sell |
2,787
-13
| -0.5% | -$2.81K | 0.08% | 79 |
|
|
2025
Q1 | $559K | Buy |
2,800
+578
| +26% | +$115K | 0.09% | 73 |
|
|
2024
Q4 | $491K | Buy |
2,222
+36
| +2% | +$7.96K | 0.09% | 71 |
|
|
2024
Q3 | $483K | Buy |
2,186
+207
| +10% | +$45.7K | 0.09% | 68 |
|
|
2024
Q2 | $402K | Sell |
1,979
-90
| -4% | -$18.3K | 0.08% | 71 |
|
|
2024
Q1 | $435K | Buy |
2,069
+15
| +0.7% | +$3.16K | 0.09% | 64 |
|
|
2023
Q4 | $412K | Buy |
2,054
+186
| +10% | +$37.3K | 0.09% | 61 |
|
|
2023
Q3 | $330K | Sell |
1,868
-195
| -9% | -$34.5K | 0.09% | 64 |
|
|
2023
Q2 | $386K | Hold |
2,063
| – | – | 0.1% | 63 |
|
|
2023
Q1 | $368K | Sell |
2,063
-222
| -10% | -$39.6K | 0.1% | 55 |
|
|
2022
Q4 | $398K | Buy |
2,285
+250
| +12% | +$43.6K | 0.12% | 52 |
|
|
2022
Q3 | $336K | Sell |
2,035
-203
| -9% | -$33.5K | 0.11% | 51 |
|
|
2022
Q2 | $379K | Buy |
2,238
+204
| +10% | +$34.5K | 0.12% | 50 |
|
|
2022
Q1 | $418K | Buy |
2,034
+122
| +6% | +$25.1K | 0.13% | 47 |
|
|
2021
Q4 | $425K | Buy |
1,912
+180
| +10% | +$40K | 0.14% | 44 |
|
|
2021
Q3 | $379K | Buy |
1,732
+342
| +25% | +$74.8K | 0.13% | 41 |
|
|
2021
Q2 | $319K | Sell |
1,390
-46
| -3% | -$10.6K | 0.11% | 40 |
|
|
2021
Q1 | $318K | Sell |
1,436
-10
| -0.7% | -$2.21K | 0.12% | 38 |
|
|
2020
Q4 | $284K | Hold |
1,446
| – | – | 0.12% | 43 |
|
|
2020
Q3 | $217K | Hold |
1,446
| – | – | 0.1% | 46 |
|
|
2020
Q2 | $208K | Buy |
1,446
+80
| +6% | +$11.5K | 0.1% | 45 |
|
|
2020
Q1 | $157K | Buy |
1,366
+518
| +61% | +$59.5K | 0.1% | 52 |
|
|
2019
Q4 | $141K | Buy |
+848
| New | +$141K | 0.09% | 56 |
|