Investmark Advisory Group’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 | $349K | Buy |
1,619
+66
| +4% | +$14.2K | 0.16% | 93 |
|
|
2025
Q1 | $310K | Buy |
1,553
+81
| +6% | +$16.2K | 0.15% | 93 |
|
|
2024
Q4 | $325K | Buy |
1,472
+1
| +0.1% | +$221 | 0.16% | 90 |
|
|
2024
Q3 | $325K | Buy |
1,471
+1
| +0.1% | +$221 | 0.16% | 94 |
|
|
2024
Q2 | $298K | Buy |
1,470
+35
| +2% | +$7.1K | 0.16% | 89 |
|
|
2024
Q1 | $302K | Buy |
1,435
+1
| +0.1% | +$210 | 0.17% | 91 |
|
|
2023
Q4 | $288K | Buy |
+1,434
| New | +$288K | 0.17% | 89 |
|
|
2022
Q4 | – | Sell |
-1,267
| Closed | -$208K | – | 112 |
|
|
2022
Q3 | $208K | Sell |
1,267
-18
| -1% | -$2.96K | 0.19% | 89 |
|
|
2022
Q2 | $217K | Buy |
1,285
+300
| +30% | +$50.7K | 0.21% | 76 |
|
|
2022
Q1 | $202K | Hold |
985
| – | – | 0.21% | 86 |
|
|
2021
Q4 | $219K | Buy |
+985
| New | +$219K | 0.2% | 86 |
|