Lauterbach Financial Advisors’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 | $224K | Hold |
1,038
| – | – | 0.12% | 73 |
|
|
2025
Q1 | $207K | Hold |
1,038
| – | – | 0.13% | 71 |
|
|
2024
Q4 | $229K | Sell |
1,038
-8
| -0.8% | -$1.77K | 0.14% | 66 |
|
|
2024
Q3 | $231K | Hold |
1,046
| – | – | 0.14% | 62 |
|
|
2024
Q2 | $219K | Hold |
1,046
| – | – | 0.14% | 61 |
|
|
2024
Q1 | $220K | Hold |
1,046
| – | – | 0.14% | 64 |
|
|
2023
Q4 | $210K | Buy |
+1,046
| New | +$210K | 0.15% | 62 |
|