Keebeck 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 | $3.21M | Hold |
14,864
| – | – | 0.42% | 65 |
|
|
2025
Q1 | $2.97M | Sell |
14,864
-140
| -0.9% | -$27.9K | 0.44% | 66 |
|
|
2024
Q4 | $3.32M | Sell |
15,004
-1,625
| -10% | -$359K | 0.48% | 62 |
|
|
2024
Q3 | $3.67M | Sell |
16,629
-93
| -0.6% | -$20.5K | 0.53% | 57 |
|
|
2024
Q2 | $3.39M | Sell |
16,722
-517
| -3% | -$105K | 0.5% | 59 |
|
|
2024
Q1 | $3.63M | Hold |
17,239
| – | – | 0.53% | 56 |
|
|
2023
Q4 | $3.46M | Sell |
17,239
-287
| -2% | -$57.6K | 0.57% | 51 |
|
|
2023
Q3 | $3.11M | Sell |
17,526
-142
| -0.8% | -$25.2K | 0.54% | 54 |
|
|
2023
Q2 | $3.31M | Sell |
17,668
-2,825
| -14% | -$529K | 0.45% | 61 |
|
|
2023
Q1 | $3.66M | Sell |
20,493
-18,169
| -47% | -$3.24M | 0.59% | 46 |
|
|
2022
Q4 | $6.74M | Buy |
38,662
+2,289
| +6% | +$399K | 1.18% | 17 |
|
|
2022
Q3 | $6M | Sell |
36,373
-227
| -0.6% | -$37.4K | 1.16% | 18 |
|
|
2022
Q2 | $6.2M | Sell |
36,600
-8,107
| -18% | -$1.37M | 1.18% | 18 |
|
|
2022
Q1 | $9.18M | Buy |
44,707
+7,697
| +21% | +$1.58M | 1.52% | 16 |
|
|
2021
Q4 | $8.23M | Sell |
37,010
-429
| -1% | -$95.4K | 1.47% | 14 |
|
|
2021
Q3 | $8.19M | Sell |
37,439
-3,793
| -9% | -$830K | 1.62% | 13 |
|
|
2021
Q2 | $9.46M | Buy |
41,232
+1,176
| +3% | +$270K | 1.36% | 20 |
|
|
2021
Q1 | $8.85M | Sell |
40,056
-179
| -0.4% | -$39.5K | 1.37% | 19 |
|
|
2020
Q4 | $7.89M | Sell |
40,235
-271
| -0.7% | -$53.1K | 1.37% | 17 |
|
|
2020
Q3 | $6.07M | Sell |
40,506
-3,731
| -8% | -$559K | 1.25% | 18 |
|
|
2020
Q2 | $6.33M | Buy |
44,237
+37,632
| +570% | +$5.39M | 2% | 9 |
|
|
2020
Q1 | $756K | Buy |
6,605
+4,910
| +290% | +$562K | 0.31% | 64 |
|
|
2019
Q4 | $280K | Buy |
+1,695
| New | +$280K | 0.09% | 121 |
|