Insigneo Advisory Services’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 | $4.05M | Sell |
18,773
-800
| -4% | -$173K | 0.35% | 48 |
|
|
2025
Q1 | $3.9M | Sell |
19,573
-2,707
| -12% | -$540K | 0.4% | 40 |
|
|
2024
Q4 | $4.92M | Buy |
22,280
+5,135
| +30% | +$1.13M | 0.51% | 27 |
|
|
2024
Q3 | $3.79M | Buy |
17,145
+716
| +4% | +$158K | 0.38% | 45 |
|
|
2024
Q2 | $3.32M | Sell |
16,429
-17,465
| -52% | -$3.53M | 0.37% | 46 |
|
|
2024
Q1 | $7.13M | Sell |
33,894
-3,010
| -8% | -$633K | 0.85% | 16 |
|
|
2023
Q4 | $7.41M | Buy |
36,904
+4,715
| +15% | +$946K | 1.04% | 15 |
|
|
2023
Q3 | $5.72M | Buy |
32,189
+319
| +1% | +$56.6K | 1.16% | 13 |
|
|
2023
Q2 | $5.97M | Buy |
31,870
+1,407
| +5% | +$263K | 1.14% | 12 |
|
|
2023
Q1 | $5.43M | Buy |
30,463
+13,115
| +76% | +$2.34M | 1.73% | 8 |
|
|
2022
Q4 | $3.03M | Buy |
+17,348
| New | +$3.03M | 1.15% | 12 |
|