IFG 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 | $6.95M | Buy |
32,195
+479
| +2% | +$103K | 0.35% | 77 |
|
|
2025
Q1 | $6.33M | Sell |
31,716
-2,453
| -7% | -$489K | 0.35% | 73 |
|
|
2024
Q4 | $7.55M | Buy |
34,169
+5,833
| +21% | +$1.29M | 0.43% | 57 |
|
|
2024
Q3 | $6.26M | Buy |
28,336
+2,688
| +10% | +$594K | 0.4% | 61 |
|
|
2024
Q2 | $5.2M | Buy |
25,648
+3,107
| +14% | +$630K | 0.33% | 72 |
|
|
2024
Q1 | $4.74M | Buy |
22,541
+4,823
| +27% | +$1.01M | 0.35% | 85 |
|
|
2023
Q4 | $3.56M | Buy |
17,718
+1,988
| +13% | +$399K | 0.26% | 108 |
|
|
2023
Q3 | $2.78M | Buy |
15,730
+147
| +0.9% | +$26K | 0.23% | 116 |
|
|
2023
Q2 | $2.92M | Sell |
15,583
-1,648
| -10% | -$309K | 0.26% | 114 |
|
|
2023
Q1 | $3.07M | Sell |
17,231
-422
| -2% | -$75.3K | 0.29% | 82 |
|
|
2022
Q4 | $3.08M | Sell |
17,653
-11,161
| -39% | -$1.95M | 0.31% | 79 |
|
|
2022
Q3 | $4.75M | Buy |
28,814
+6,177
| +27% | +$1.02M | 0.43% | 51 |
|
|
2022
Q2 | $3.83M | Sell |
22,637
-442
| -2% | -$74.8K | 0.41% | 53 |
|
|
2022
Q1 | $4.74M | Buy |
23,079
+5,431
| +31% | +$1.11M | 0.48% | 47 |
|
|
2021
Q4 | $3.93M | Buy |
17,648
+237
| +1% | +$52.7K | 0.38% | 55 |
|
|
2021
Q3 | $3.81M | Buy |
17,411
+591
| +4% | +$129K | 0.41% | 51 |
|
|
2021
Q2 | $3.86M | Sell |
16,820
-329
| -2% | -$75.5K | 0.43% | 47 |
|
|
2021
Q1 | $3.79M | Sell |
17,149
-270
| -2% | -$59.6K | 0.47% | 46 |
|
|
2020
Q4 | $3.42M | Buy |
17,419
+397
| +2% | +$77.8K | 0.47% | 48 |
|
|
2020
Q3 | $2.55M | Sell |
17,022
-1,024
| -6% | -$153K | 0.41% | 57 |
|
|
2020
Q2 | $2.58M | Buy |
18,046
+1,880
| +12% | +$269K | 0.47% | 49 |
|
|
2020
Q1 | $1.85M | Buy |
16,166
+137
| +0.9% | +$15.7K | 0.41% | 61 |
|
|
2019
Q4 | $2.66M | Sell |
16,029
-1,717
| -10% | -$284K | 0.48% | 51 |
|
|
2019
Q3 | $2.69M | Buy |
+17,746
| New | +$2.69M | 0.52% | 45 |
|