Keystone Wealth Services’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 | $1.44M | Sell |
6,693
-18
| -0.3% | -$3.88K | 0.35% | 67 |
|
|
2025
Q1 | $1.34M | Sell |
6,711
-142
| -2% | -$28.3K | 0.36% | 66 |
|
|
2024
Q4 | $1.51M | Buy |
6,853
+67
| +1% | +$14.8K | 0.4% | 56 |
|
|
2024
Q3 | $1.5M | Buy |
6,786
+249
| +4% | +$55K | 0.41% | 56 |
|
|
2024
Q2 | $1.33M | Sell |
6,537
-205
| -3% | -$41.6K | 0.41% | 61 |
|
|
2024
Q1 | $1.42M | Buy |
6,742
+15
| +0.2% | +$3.15K | 0.46% | 52 |
|
|
2023
Q4 | $1.35M | Sell |
6,727
-1,255
| -16% | -$252K | 0.46% | 50 |
|
|
2023
Q3 | $1.41M | Sell |
7,982
-547
| -6% | -$96.7K | 0.54% | 43 |
|
|
2023
Q2 | $1.6M | Buy |
8,529
+120
| +1% | +$22.5K | 0.6% | 39 |
|
|
2023
Q1 | $1.5M | Sell |
8,409
-382
| -4% | -$68.1K | 0.61% | 35 |
|
|
2022
Q4 | $1.53M | Buy |
8,791
+950
| +12% | +$166K | 0.67% | 35 |
|
|
2022
Q3 | $1.29M | Buy |
7,841
+294
| +4% | +$48.5K | 0.61% | 37 |
|
|
2022
Q2 | $1.28M | Sell |
7,547
-549
| -7% | -$93K | 0.57% | 39 |
|
|
2022
Q1 | $1.66M | Buy |
8,096
+3,047
| +60% | +$626K | 0.66% | 34 |
|
|
2021
Q4 | $1.12M | Buy |
+5,049
| New | +$1.12M | 0.46% | 56 |
|