Jamison Private Wealth 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 | $210K | Buy |
+973
| New | +$210K | 0.03% | 193 |
|
|
2025
Q1 | – | Sell |
-973
| Closed | -$215K | – | 201 |
|
|
2024
Q4 | $215K | Hold |
973
| – | – | 0.03% | 194 |
|
|
2024
Q3 | $215K | Hold |
973
| – | – | 0.03% | 184 |
|
|
2024
Q2 | $197K | Sell |
973
-21
| -2% | -$4.26K | 0.03% | 174 |
|
|
2024
Q1 | $209K | Buy |
994
+941
| +1,775% | +$198K | 0.04% | 171 |
|
|
2023
Q4 | $10.6K | Hold |
53
| – | – | ﹤0.01% | 301 |
|
|
2023
Q3 | $9.37K | Buy |
+53
| New | +$9.37K | ﹤0.01% | 296 |
|