Impact Partnership Wealth’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 | $290K | Sell |
1,343
-227
| -14% | -$49K | 0.05% | 217 |
|
|
2025
Q1 | $313K | Buy |
1,570
+86
| +6% | +$17.2K | 0.07% | 168 |
|
|
2024
Q4 | $328K | Buy |
+1,484
| New | +$328K | 0.07% | 190 |
|
|
2024
Q2 | – | Sell |
-85
| Closed | -$17.9K | – | 464 |
|
|
2024
Q1 | $17.9K | Hold |
85
| – | – | 0.01% | 399 |
|
|
2023
Q4 | $17.1K | Buy |
85
+65
| +325% | +$13K | 0.01% | 430 |
|
|
2023
Q3 | $3.54K | Sell |
20
-73
| -78% | -$12.9K | ﹤0.01% | 741 |
|
|
2023
Q2 | $17.4K | Buy |
+93
| New | +$17.4K | 0.01% | 359 |
|