Leo Wealth LLC’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 | $647K | Buy |
2,997
+56
| +2% | +$12.1K | 0.05% | 208 |
|
|
2025
Q1 | $587K | Sell |
2,941
-23
| -0.8% | -$4.59K | 0.08% | 162 |
|
|
2024
Q4 | $655K | Buy |
2,964
+644
| +28% | +$142K | 0.06% | 199 |
|
|
2024
Q3 | $513K | Buy |
2,320
+1
| +0% | +$221 | 0.05% | 221 |
|
|
2024
Q2 | $470K | Sell |
2,319
-68
| -3% | -$13.8K | 0.05% | 227 |
|
|
2024
Q1 | $502K | Buy |
2,387
+11
| +0.5% | +$2.31K | 0.05% | 212 |
|
|
2023
Q4 | $477K | Buy |
+2,376
| New | +$477K | 0.05% | 210 |
|