Integral Investment 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 | $621K | Sell |
2,877
-429
| -13% | -$92.6K | 0.18% | 90 |
|
|
2025
Q1 | $660K | Buy |
3,306
+310
| +10% | +$61.9K | 0.21% | 82 |
|
|
2024
Q4 | $662K | Buy |
2,996
+301
| +11% | +$66.5K | 0.21% | 81 |
|
|
2024
Q3 | $595K | Buy |
2,695
+387
| +17% | +$85.5K | 0.2% | 87 |
|
|
2024
Q2 | $466K | Buy |
2,308
+261
| +13% | +$52.7K | 0.17% | 97 |
|
|
2024
Q1 | $429K | Buy |
+2,047
| New | +$429K | 0.18% | 97 |
|