Independent Wealth Network’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 | $534K | Buy |
2,477
+62
| +3% | +$13.4K | 0.19% | 132 |
|
|
2025
Q1 | $482K | Sell |
2,415
-167
| -6% | -$33.3K | 0.19% | 134 |
|
|
2024
Q4 | $571K | Buy |
2,582
+744
| +40% | +$164K | 0.23% | 111 |
|
|
2024
Q3 | $406K | Buy |
1,838
+56
| +3% | +$12.4K | 0.18% | 135 |
|
|
2024
Q2 | $362K | Buy |
1,782
+144
| +9% | +$29.2K | 0.17% | 144 |
|
|
2024
Q1 | $344K | Buy |
1,638
+462
| +39% | +$97.2K | 0.16% | 151 |
|
|
2023
Q4 | $236K | Buy |
+1,176
| New | +$236K | 0.12% | 177 |
|