Investment Partners Asset Management’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 | $799K | Sell |
3,704
-147
| -4% | -$31.7K | 0.56% | 54 |
|
|
2025
Q1 | $768K | Buy |
3,851
+402
| +12% | +$80.2K | 0.6% | 50 |
|
|
2024
Q4 | $762K | Buy |
3,449
+13
| +0.4% | +$2.87K | 0.6% | 50 |
|
|
2024
Q3 | $759K | Sell |
3,436
-714
| -17% | -$158K | 0.62% | 46 |
|
|
2024
Q2 | $842K | Buy |
4,150
+330
| +9% | +$67K | 0.75% | 39 |
|
|
2024
Q1 | $803K | Buy |
3,820
+279
| +8% | +$58.7K | 0.73% | 41 |
|
|
2023
Q4 | $711K | Buy |
+3,541
| New | +$711K | 0.71% | 45 |
|