Inspire Advisors’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 | $963K | Buy |
4,463
+265
| +6% | +$57.2K | 0.1% | 150 |
|
|
2025
Q1 | $837K | Buy |
4,198
+1,111
| +36% | +$222K | 0.1% | 143 |
|
|
2024
Q4 | $682K | Buy |
3,087
+108
| +4% | +$23.9K | 0.08% | 164 |
|
|
2024
Q3 | $658K | Buy |
2,979
+669
| +29% | +$148K | 0.08% | 170 |
|
|
2024
Q2 | $469K | Buy |
+2,310
| New | +$469K | 0.06% | 220 |
|
|
2021
Q1 | – | Sell |
-4
| Closed | -$1K | – | 410 |
|
|
2020
Q4 | $1K | Buy |
+4
| New | +$1K | ﹤0.01% | 739 |
|