Larson Financial Group’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 | $7.72M | Sell |
35,782
-73,209
| -67% | -$15.8M | 0.31% | 74 |
|
|
2025
Q1 | $21.7M | Buy |
108,991
+4,835
| +5% | +$965K | 1.03% | 15 |
|
|
2024
Q4 | $23M | Buy |
104,156
+33,277
| +47% | +$7.35M | 1.19% | 13 |
|
|
2024
Q3 | $15.7M | Buy |
70,879
+22,443
| +46% | +$4.96M | 0.89% | 22 |
|
|
2024
Q2 | $9.83M | Buy |
48,436
+22,122
| +84% | +$4.49M | 0.67% | 34 |
|
|
2024
Q1 | $5.53M | Buy |
26,314
+18,238
| +226% | +$3.84M | 0.43% | 46 |
|
|
2023
Q4 | $1.62M | Buy |
8,076
+4,408
| +120% | +$885K | 0.14% | 130 |
|
|
2023
Q3 | $648K | Buy |
3,668
+60
| +2% | +$10.6K | 0.06% | 177 |
|
|
2023
Q2 | $676K | Buy |
3,608
+553
| +18% | +$104K | 0.07% | 172 |
|
|
2023
Q1 | $545K | Sell |
3,055
-1,221
| -29% | -$218K | 0.06% | 190 |
|
|
2022
Q4 | $745K | Sell |
4,276
-53
| -1% | -$9.24K | 0.09% | 165 |
|
|
2022
Q3 | $714K | Buy |
4,329
+113
| +3% | +$18.6K | 0.1% | 148 |
|
|
2022
Q2 | $714K | Buy |
4,216
+128
| +3% | +$21.7K | 0.12% | 84 |
|
|
2022
Q1 | $839K | Sell |
4,088
-71
| -2% | -$14.6K | 0.13% | 82 |
|
|
2021
Q4 | $925K | Sell |
4,159
-9
| -0.2% | -$2K | 0.15% | 71 |
|
|
2021
Q3 | $912K | Buy |
4,168
+161
| +4% | +$35.2K | 0.18% | 58 |
|
|
2021
Q2 | $919K | Buy |
4,007
+231
| +6% | +$53K | 0.21% | 54 |
|
|
2021
Q1 | $834K | Buy |
3,776
+721
| +24% | +$159K | 0.25% | 47 |
|
|
2020
Q4 | $599K | Sell |
3,055
-96
| -3% | -$18.8K | 0.2% | 50 |
|
|
2020
Q3 | $472K | Sell |
3,151
-973
| -24% | -$146K | 0.19% | 54 |
|
|
2020
Q2 | $590K | Buy |
4,124
+3,118
| +310% | +$446K | 0.28% | 55 |
|
|
2020
Q1 | $115K | Buy |
1,006
+608
| +153% | +$69.5K | 0.07% | 105 |
|
|
2019
Q4 | $66K | Sell |
398
-33
| -8% | -$5.47K | 0.04% | 129 |
|
|
2019
Q3 | $65K | Buy |
431
+51
| +13% | +$7.69K | 0.04% | 127 |
|
|
2019
Q2 | $59K | Sell |
380
-30
| -7% | -$4.66K | 0.04% | 114 |
|
|
2019
Q1 | $63K | Buy |
410
+1
| +0.2% | +$154 | 0.05% | 98 |
|
|
2018
Q4 | $55K | Buy |
+409
| New | +$55K | 0.05% | 106 |
|