Lake Hills 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 | $17.2M | Buy |
+79,743
| New | +$17.2M | 9.85% | 2 |
|
|
2025
Q1 | – | Sell |
-6,819
| Closed | -$1.51M | – | 58 |
|
|
2024
Q4 | $1.51M | Buy |
+6,819
| New | +$1.51M | 1.03% | 33 |
|
|
2023
Q3 | – | Sell |
-19,454
| Closed | -$3.64M | – | 36 |
|
|
2023
Q2 | $3.64M | Buy |
+19,454
| New | +$3.64M | 3.97% | 11 |
|
|
2022
Q1 | – | Sell |
-14,855
| Closed | -$3.31M | – | 51 |
|
|
2021
Q4 | $3.31M | Buy |
+14,855
| New | +$3.31M | 2.34% | 15 |
|