KWB Wealth’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 | $251K | Hold |
1,258
| – | – | 0.03% | 141 |
|
|
2025
Q1 | $278K | Hold |
1,258
| – | – | 0.03% | 129 |
|
|
2024
Q4 | $278K | Hold |
1,258
| – | – | 0.03% | 126 |
|
|
2024
Q3 | $255K | Sell |
1,258
-162
| -11% | -$32.9K | 0.03% | 117 |
|
|
2024
Q2 | $299K | Hold |
1,420
| – | – | 0.04% | 106 |
|
|
2024
Q1 | $299K | Buy |
1,420
+162
| +13% | +$34.1K | 0.04% | 109 |
|
|
2023
Q4 | $252K | Hold |
1,258
| – | – | 0.04% | 116 |
|
|
2023
Q3 | $236K | Hold |
1,258
| – | – | 0.04% | 115 |
|
|
2023
Q2 | $236K | Sell |
1,258
-6
| -0.5% | -$1.12K | 0.04% | 116 |
|
|
2023
Q1 | $220K | Hold |
1,264
| – | – | 0.04% | 113 |
|
|
2022
Q4 | $220K | Hold |
1,264
| – | – | 0.04% | 106 |
|
|
2022
Q3 | $208K | Hold |
1,264
| – | – | 0.04% | 102 |
|
|
2022
Q2 | $214K | Hold |
1,264
| – | – | 0.04% | 98 |
|
|
2022
Q1 | $281K | Hold |
1,264
| – | – | 0.05% | 76 |
|
|
2021
Q4 | $281K | Hold |
1,264
| – | – | 0.05% | 76 |
|
|
2021
Q3 | $277K | Hold |
1,264
| – | – | 0.05% | 74 |
|
|
2021
Q2 | $279K | Hold |
1,264
| – | – | 0.05% | 69 |
|
|
2021
Q1 | $279K | Buy |
+1,264
| New | +$279K | 0.05% | 70 |
|