JDM Financial 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 | $705K | Buy |
3,269
+1
| +0% | +$216 | 0.33% | 30 |
|
|
2025
Q1 | $652K | Buy |
3,268
+13
| +0.4% | +$2.59K | 0.33% | 31 |
|
|
2024
Q4 | $719K | Sell |
3,255
-15
| -0.5% | -$3.31K | 0.37% | 27 |
|
|
2024
Q3 | $722K | Sell |
3,270
-826
| -20% | -$182K | 0.39% | 26 |
|
|
2024
Q2 | $831K | Sell |
4,096
-271
| -6% | -$55K | 0.56% | 20 |
|
|
2024
Q1 | $918K | Sell |
4,367
-20
| -0.5% | -$4.21K | 0.67% | 19 |
|
|
2023
Q4 | $881K | Buy |
4,387
+7
| +0.2% | +$1.41K | 0.73% | 18 |
|
|
2023
Q3 | $774K | Hold |
4,380
| – | – | 0.71% | 18 |
|
|
2023
Q2 | $820K | Buy |
4,380
+3
| +0.1% | +$562 | 0.71% | 18 |
|
|
2023
Q1 | $781K | Sell |
4,377
-101
| -2% | -$18K | 0.72% | 18 |
|
|
2022
Q4 | $781K | Buy |
+4,478
| New | +$781K | 0.75% | 18 |
|