Libra Wealth’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 | $815K | Hold |
3,775
| – | – | 0.27% | 31 |
|
|
2025
Q1 | $753K | Hold |
3,775
| – | – | 0.28% | 29 |
|
|
2024
Q4 | $834K | Hold |
3,775
| – | – | 0.32% | 27 |
|
|
2024
Q3 | $834K | Hold |
3,775
| – | – | 0.33% | 28 |
|
|
2024
Q2 | $766K | Hold |
3,775
| – | – | 0.33% | 25 |
|
|
2024
Q1 | $794K | Sell |
3,775
-104
| -3% | -$21.9K | 0.35% | 27 |
|
|
2023
Q4 | $779K | Hold |
3,879
| – | – | 0.39% | 24 |
|
|
2023
Q3 | $686K | Hold |
3,879
| – | – | 0.38% | 25 |
|
|
2023
Q2 | $726K | Hold |
3,879
| – | – | 0.4% | 25 |
|
|
2023
Q1 | $692K | Hold |
3,879
| – | – | 0.4% | 25 |
|
|
2022
Q4 | $676K | Hold |
3,879
| – | – | 0.02% | 27 |
|
|
2022
Q3 | $640K | Hold |
3,879
| – | – | 0.41% | 24 |
|
|
2022
Q2 | $657K | Buy |
+3,879
| New | +$657K | 0.47% | 23 |
|