Kaydan 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 | $3.31M | Buy |
15,361
+2,287
| +17% | +$494K | 1.09% | 20 |
|
|
2025
Q1 | $2.61M | Sell |
13,074
-82,559
| -86% | -$16.5M | 0.84% | 21 |
|
|
2024
Q4 | $21.1M | Buy |
95,633
+84,463
| +756% | +$18.7M | 7.02% | 5 |
|
|
2024
Q3 | $2.47M | Buy |
11,170
+256
| +2% | +$56.5K | 0.73% | 18 |
|
|
2024
Q2 | $2.21M | Buy |
10,914
+734
| +7% | +$149K | 0.78% | 21 |
|
|
2024
Q1 | $2.14M | Buy |
10,180
+1,168
| +13% | +$246K | 0.73% | 20 |
|
|
2023
Q4 | $1.81M | Buy |
9,012
+511
| +6% | +$103K | 0.74% | 23 |
|
|
2023
Q3 | $1.5M | Sell |
8,501
-159,579
| -95% | -$28.2M | 0.6% | 22 |
|
|
2023
Q2 | $31.5M | Buy |
168,080
+79,264
| +89% | +$14.8M | 13.19% | 3 |
|
|
2023
Q1 | $15.8M | Buy |
88,816
+38,885
| +78% | +$6.94M | 6.5% | 5 |
|
|
2022
Q4 | $8.71M | Buy |
49,931
+44,446
| +810% | +$7.75M | 3.48% | 6 |
|
|
2022
Q3 | $905K | Buy |
5,485
+1,351
| +33% | +$223K | 0.5% | 26 |
|
|
2022
Q2 | $700K | Sell |
4,134
-33
| -0.8% | -$5.59K | 0.39% | 36 |
|
|
2022
Q1 | $855K | Buy |
4,167
+412
| +11% | +$84.6K | 0.38% | 38 |
|
|
2021
Q4 | $835K | Buy |
+3,755
| New | +$835K | 0.32% | 40 |
|