Legacy Capital Wealth Partners’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 | $328K | Sell |
1,519
-1,006
| -40% | -$217K | 0.07% | 287 |
|
|
2025
Q1 | $504K | Buy |
2,525
+1,075
| +74% | +$214K | 0.12% | 181 |
|
|
2024
Q4 | $320K | Buy |
1,450
+170
| +13% | +$37.6K | 0.08% | 262 |
|
|
2024
Q3 | $283K | Buy |
+1,280
| New | +$283K | 0.06% | 283 |
|
|
2024
Q1 | – | Sell |
-2,245
| Closed | -$451K | – | 227 |
|
|
2023
Q4 | $451K | Buy |
2,245
+8
| +0.4% | +$1.61K | 0.13% | 158 |
|
|
2023
Q3 | $395K | Buy |
+2,237
| New | +$395K | 0.11% | 176 |
|
|
2023
Q2 | – | Sell |
-2,235
| Closed | -$399K | – | 133 |
|
|
2023
Q1 | $399K | Buy |
2,235
+956
| +75% | +$171K | 0.11% | 164 |
|
|
2022
Q4 | $223K | Hold |
1,279
| – | – | 0.11% | 55 |
|
|
2022
Q3 | $211K | Sell |
1,279
-7
| -0.5% | -$1.16K | 0.11% | 52 |
|
|
2022
Q2 | $218K | Buy |
+1,286
| New | +$218K | 0.11% | 51 |
|
|
2021
Q4 | – | Sell |
-675
| Closed | -$304K | – | 44 |
|
|
2021
Q3 | $304K | Buy |
+675
| New | +$304K | 0.12% | 40 |
|