Keudell/Morrison 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 | $216K | Buy |
+999
| New | +$216K | 0.05% | 212 |
|
|
2025
Q1 | – | Sell |
-999
| Closed | -$221K | – | 226 |
|
|
2024
Q4 | $221K | Hold |
999
| – | – | 0.06% | 198 |
|
|
2024
Q3 | $221K | Hold |
999
| – | – | 0.06% | 198 |
|
|
2024
Q2 | $203K | Hold |
999
| – | – | 0.06% | 198 |
|
|
2024
Q1 | $210K | Sell |
999
-75
| -7% | -$15.8K | 0.06% | 194 |
|
|
2023
Q4 | $216K | Buy |
+1,074
| New | +$216K | 0.07% | 182 |
|
|
2022
Q2 | – | Sell |
-1,000
| Closed | -$205K | – | 178 |
|
|
2022
Q1 | $205K | Hold |
1,000
| – | – | 0.09% | 169 |
|
|
2021
Q4 | $222K | Hold |
1,000
| – | – | 0.09% | 173 |
|
|
2021
Q3 | $219K | Hold |
1,000
| – | – | 0.09% | 163 |
|
|
2021
Q2 | $229K | Hold |
1,000
| – | – | 0.13% | 156 |
|
|
2021
Q1 | $221K | Buy |
+1,000
| New | +$221K | 0.13% | 154 |
|