Integrity Financial’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 | $111K | Hold |
513
| – | – | 0.06% | 163 |
|
|
2025
Q1 | $102K | Sell |
513
-22
| -4% | -$4.39K | 0.06% | 149 |
|
|
2024
Q4 | $118K | Buy |
535
+351
| +191% | +$77.6K | 0.07% | 141 |
|
|
2024
Q3 | $40.6K | Hold |
184
| – | – | 0.02% | 165 |
|
|
2024
Q2 | $37.3K | Sell |
184
-49
| -21% | -$9.94K | 0.02% | 162 |
|
|
2024
Q1 | $49K | Buy |
233
+26
| +13% | +$5.47K | 0.03% | 150 |
|
|
2023
Q4 | $41.5K | Sell |
207
-67
| -24% | -$13.4K | 0.03% | 147 |
|
|
2023
Q3 | $48.4K | Buy |
274
+183
| +201% | +$32.3K | 0.04% | 145 |
|
|
2023
Q2 | $17K | Hold |
91
| – | – | 0.01% | 158 |
|
|
2023
Q1 | $16.2K | Sell |
91
-1
| -1% | -$178 | 0.01% | 165 |
|
|
2022
Q4 | $16K | Sell |
92
-13
| -12% | -$2.27K | 0.02% | 151 |
|
|
2022
Q3 | $17K | Hold |
105
| – | – | 0.02% | 142 |
|
|
2022
Q2 | $18K | Sell |
105
-24
| -19% | -$4.11K | 0.02% | 140 |
|
|
2022
Q1 | $26K | Sell |
129
-112
| -46% | -$22.6K | 0.02% | 125 |
|
|
2021
Q4 | $54K | Buy |
+241
| New | +$54K | 0.04% | 126 |
|