Johnson & White 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 | $756K | Buy |
3,504
+74
| +2% | +$16K | 0.38% | 53 |
|
|
2025
Q1 | $684K | Buy |
3,430
+43
| +1% | +$8.58K | 0.38% | 56 |
|
|
2024
Q4 | $749K | Buy |
+3,387
| New | +$749K | 0.45% | 49 |
|
|
2024
Q2 | – | Sell |
-3,149
| Closed | -$662K | – | 68 |
|
|
2024
Q1 | $662K | Buy |
3,149
+421
| +15% | +$88.5K | 0.48% | 51 |
|
|
2023
Q4 | $548K | Buy |
2,728
+225
| +9% | +$45.2K | 0.45% | 50 |
|
|
2023
Q3 | $442K | Buy |
+2,503
| New | +$442K | 0.4% | 55 |
|
|
2023
Q2 | – | Sell |
-2,662
| Closed | -$475K | – | 54 |
|
|
2023
Q1 | $475K | Sell |
2,662
-22,942
| -90% | -$4.09M | 0.42% | 54 |
|
|
2022
Q4 | $815K | Buy |
25,604
+22,730
| +791% | +$724K | 0.82% | 31 |
|
|
2022
Q3 | $474K | Buy |
+2,874
| New | +$474K | 0.53% | 47 |
|