Kathleen S. Wright Associates’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 | $28.2K | Hold |
131
| – | – | 0.01% | 180 |
|
|
2025
Q1 | $26.1K | Hold |
131
| – | – | 0.01% | 176 |
|
|
2024
Q4 | $28.9K | Hold |
131
| – | – | 0.01% | 176 |
|
|
2024
Q3 | $28.9K | Hold |
131
| – | – | 0.01% | 187 |
|
|
2024
Q2 | $26.5K | Buy |
131
+1
| +0.8% | +$203 | 0.01% | 165 |
|
|
2024
Q1 | $27.4K | Hold |
130
| – | – | 0.01% | 155 |
|
|
2023
Q4 | $26.1K | Buy |
130
+1
| +0.8% | +$201 | 0.01% | 139 |
|
|
2023
Q3 | $22.8K | Hold |
129
| – | – | 0.01% | 139 |
|
|
2023
Q2 | $24.2K | Hold |
129
| – | – | 0.02% | 120 |
|
|
2023
Q1 | $23K | Sell |
129
-118
| -48% | -$21K | 0.02% | 117 |
|
|
2022
Q4 | $43K | Buy |
247
+120
| +94% | +$20.9K | 0.03% | 118 |
|
|
2022
Q3 | $21K | Hold |
127
| – | – | 0.02% | 127 |
|
|
2022
Q2 | $22K | Sell |
127
-1
| -0.8% | -$173 | 0.02% | 119 |
|
|
2022
Q1 | $26K | Buy |
128
+1
| +0.8% | +$203 | 0.02% | 122 |
|
|
2021
Q4 | $28K | Buy |
+127
| New | +$28K | 0.02% | 116 |
|