IAM Advisory’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 | $1.39M | Buy |
6,437
+205
| +3% | +$44.2K | 0.33% | 49 |
|
|
2025
Q1 | $1.24M | Sell |
6,232
-12
| -0.2% | -$2.39K | 0.32% | 53 |
|
|
2024
Q4 | $1.38M | Buy |
6,244
+39
| +0.6% | +$8.62K | 0.35% | 55 |
|
|
2024
Q3 | $1.37M | Buy |
6,205
+262
| +4% | +$57.9K | 0.35% | 52 |
|
|
2024
Q2 | $1.21M | Buy |
+5,943
| New | +$1.21M | 0.33% | 53 |
|
|
2023
Q2 | – | Sell |
-4,695
| Closed | -$838K | – | 95 |
|
|
2023
Q1 | $838K | Sell |
4,695
-1,329
| -22% | -$237K | 0.29% | 51 |
|
|
2022
Q4 | $1.05M | Buy |
+6,024
| New | +$1.05M | 0.39% | 37 |
|
|
2021
Q3 | – | Sell |
-544
| Closed | -$125K | – | 91 |
|
|
2021
Q2 | $125K | Buy |
+544
| New | +$125K | 0.02% | 37 |
|