JFG 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
Q1 | – | Sell |
-1,038
| Closed | -$229K | – | 87 |
|
|
2024
Q4 | $229K | Buy |
1,038
+5
| +0.5% | +$1.11K | 0.05% | 92 |
|
|
2024
Q3 | $228K | Buy |
+1,033
| New | +$228K | 0.06% | 71 |
|
|
2023
Q1 | – | Sell |
-1,148
| Closed | -$200K | – | 38 |
|
|
2022
Q4 | $200K | Buy |
+1,148
| New | +$200K | 0.07% | 34 |
|
|
2021
Q2 | – | Sell |
-3,747
| Closed | -$828K | – | 46 |
|
|
2021
Q1 | $828K | Hold |
3,747
| – | – | 0.46% | 12 |
|
|
2020
Q4 | $734K | Buy |
+3,747
| New | +$734K | 0.4% | 22 |
|