LifeSteps Financial’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 | $2.66M | Buy |
12,315
+104
| +0.9% | +$22.4K | 1.83% | 13 |
|
|
2025
Q1 | $2.44M | Sell |
12,211
-143
| -1% | -$28.5K | 1.98% | 13 |
|
|
2024
Q4 | $2.73M | Sell |
12,354
-51
| -0.4% | -$11.3K | 2.09% | 11 |
|
|
2024
Q3 | $2.74M | Sell |
12,405
-367
| -3% | -$81.1K | 2.14% | 10 |
|
|
2024
Q2 | $2.59M | Sell |
12,772
-847
| -6% | -$172K | 2.14% | 10 |
|
|
2024
Q1 | $2.86M | Sell |
13,619
-1,074
| -7% | -$226K | 2.16% | 10 |
|
|
2023
Q4 | $2.95M | Sell |
14,693
-343
| -2% | -$68.8K | 2.62% | 9 |
|
|
2023
Q3 | $2.66M | Sell |
15,036
-55
| -0.4% | -$9.72K | 2.7% | 8 |
|
|
2023
Q2 | $2.83M | Sell |
15,091
-719
| -5% | -$135K | 2.79% | 8 |
|
|
2023
Q1 | $2.82M | Sell |
15,810
-485
| -3% | -$86.5K | 2.99% | 8 |
|
|
2022
Q4 | $2.84M | Sell |
16,295
-269
| -2% | -$46.9K | 2.96% | 9 |
|
|
2022
Q3 | $2.73M | Sell |
16,564
-803
| -5% | -$132K | 3.08% | 8 |
|
|
2022
Q2 | $2.94M | Sell |
17,367
-417
| -2% | -$70.6K | 3.07% | 8 |
|
|
2022
Q1 | $3.65M | Sell |
17,784
-744
| -4% | -$153K | 2.7% | 10 |
|
|
2021
Q4 | $4.12M | Sell |
18,528
-62
| -0.3% | -$13.8K | 2.92% | 10 |
|
|
2021
Q3 | $4.07M | Hold |
18,590
| – | – | 3.11% | 8 |
|
|
2021
Q2 | $4.26M | Buy |
18,590
+570
| +3% | +$131K | 3.28% | 6 |
|
|
2021
Q1 | $3.98M | Buy |
18,020
+269
| +2% | +$59.4K | 3.32% | 6 |
|
|
2020
Q4 | $3.48M | Sell |
17,751
-107
| -0.6% | -$21K | 3.19% | 7 |
|
|
2020
Q3 | $2.68M | Buy |
17,858
+23
| +0.1% | +$3.45K | 2.82% | 8 |
|
|
2020
Q2 | $2.55M | Sell |
17,835
-773
| -4% | -$111K | 2.95% | 8 |
|
|
2020
Q1 | $2.13M | Sell |
18,608
-198
| -1% | -$22.7K | 2.45% | 12 |
|
|
2019
Q4 | $3.12M | Buy |
+18,806
| New | +$3.12M | 2.94% | 7 |
|