Intrua 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 | $990K | Sell |
4,589
-7,640
| -62% | -$1.65M | 0.13% | 110 |
|
|
2025
Q1 | $2.44M | Sell |
12,229
-13,221
| -52% | -$2.64M | 0.35% | 56 |
|
|
2024
Q4 | $5.62M | Buy |
25,450
+14,511
| +133% | +$3.21M | 0.86% | 19 |
|
|
2024
Q3 | $2.42M | Buy |
10,939
+271
| +3% | +$59.9K | 0.36% | 55 |
|
|
2024
Q2 | $2.16M | Buy |
10,668
+1,013
| +10% | +$206K | 0.32% | 60 |
|
|
2024
Q1 | $2.03M | Sell |
9,655
-288
| -3% | -$60.6K | 0.29% | 72 |
|
|
2023
Q4 | $2M | Buy |
9,943
+4,729
| +91% | +$949K | 0.29% | 74 |
|
|
2023
Q3 | $922K | Buy |
5,214
+303
| +6% | +$53.6K | 0.16% | 125 |
|
|
2023
Q2 | $920K | Buy |
4,911
+708
| +17% | +$133K | 0.16% | 123 |
|
|
2023
Q1 | $726K | Buy |
4,203
+411
| +11% | +$71K | 0.15% | 137 |
|
|
2022
Q4 | $690K | Sell |
3,792
-726
| -16% | -$132K | 0.16% | 140 |
|
|
2022
Q3 | $745K | Sell |
4,518
-11,174
| -71% | -$1.84M | 0.2% | 116 |
|
|
2022
Q2 | $2.66M | Buy |
15,692
+798
| +5% | +$135K | 0.57% | 40 |
|
|
2022
Q1 | $3.06M | Buy |
14,894
+983
| +7% | +$202K | 0.55% | 38 |
|
|
2021
Q4 | $3.1M | Buy |
13,911
+4,087
| +42% | +$909K | 0.54% | 39 |
|
|
2021
Q3 | $2.2M | Buy |
9,824
+853
| +10% | +$191K | 0.4% | 49 |
|
|
2021
Q2 | $2.01M | Buy |
8,971
+1,789
| +25% | +$400K | 0.48% | 39 |
|
|
2021
Q1 | $1.64M | Buy |
+7,182
| New | +$1.64M | 0.42% | 49 |
|
|
2020
Q3 | – | Sell |
-2,900
| Closed | -$456K | – | 230 |
|
|
2020
Q2 | $456K | Buy |
+2,900
| New | +$456K | 0.17% | 118 |
|