JBR Co Financial 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 | $267K | Sell |
1,239
-210
| -14% | -$45.3K | 0.13% | 100 |
|
|
2025
Q1 | $289K | Buy |
1,449
+44
| +3% | +$8.78K | 0.17% | 93 |
|
|
2024
Q4 | $310K | Buy |
1,405
+190
| +16% | +$42K | 0.19% | 83 |
|
|
2024
Q3 | $268K | Buy |
+1,215
| New | +$268K | 0.18% | 92 |
|
|
2024
Q1 | – | Sell |
-1,147
| Closed | -$230K | – | 99 |
|
|
2023
Q4 | $230K | Buy |
+1,147
| New | +$230K | 0.22% | 79 |
|