Lakeshore Financial Planning’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 | $1.84M | Sell |
8,512
-23
| -0.3% | -$4.96K | 0.74% | 21 |
|
|
2025
Q1 | $1.7M | Sell |
8,535
-802
| -9% | -$160K | 0.71% | 18 |
|
|
2024
Q4 | $2.06M | Buy |
9,337
+239
| +3% | +$52.8K | 0.88% | 17 |
|
|
2024
Q3 | $2.01M | Buy |
9,098
+18
| +0.2% | +$3.98K | 0.89% | 17 |
|
|
2024
Q2 | $1.84M | Sell |
9,080
-91
| -1% | -$18.5K | 0.9% | 17 |
|
|
2024
Q1 | $1.93M | Buy |
9,171
+285
| +3% | +$59.9K | 0.98% | 17 |
|
|
2023
Q4 | $1.78M | Sell |
8,886
-954
| -10% | -$191K | 0.99% | 17 |
|
|
2023
Q3 | $1.74M | Buy |
+9,840
| New | +$1.74M | 0.99% | 17 |
|