Life Line Wealth Management’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 | $2.33M | Buy |
10,776
+29
| +0.3% | +$6.26K | 0.75% | 11 |
|
|
2025
Q1 | $2.14M | Sell |
10,747
-168,661
| -94% | -$33.6M | 0.79% | 12 |
|
|
2024
Q4 | $39.6M | Buy |
179,408
+3,363
| +2% | +$743K | 14.14% | 3 |
|
|
2024
Q3 | $38.9M | Buy |
+176,045
| New | +$38.9M | 13.9% | 4 |
|
|
2024
Q2 | – | Sell |
-57,180
| Closed | -$12M | – | 28 |
|
|
2024
Q1 | $12M | Buy |
+57,180
| New | +$12M | 4.55% | 5 |
|