Lifestyle Asset 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 | $1.58M | Buy |
7,338
+268
| +4% | +$57.8K | 0.74% | 28 |
|
|
2025
Q1 | $1.41M | Buy |
7,070
+1,055
| +18% | +$210K | 0.78% | 23 |
|
|
2024
Q4 | $1.33M | Buy |
6,015
+117
| +2% | +$25.9K | 0.72% | 24 |
|
|
2024
Q3 | $1.3M | Buy |
5,898
+90
| +2% | +$19.9K | 0.72% | 24 |
|
|
2024
Q2 | $1.18M | Sell |
5,808
-59
| -1% | -$12K | 0.68% | 28 |
|
|
2024
Q1 | $1.23M | Sell |
5,867
-529
| -8% | -$111K | 0.73% | 28 |
|
|
2023
Q4 | $1.28M | Sell |
6,396
-72,425
| -92% | -$14.5M | 0.71% | 25 |
|
|
2023
Q3 | $13.9M | Buy |
78,821
+315
| +0.4% | +$55.7K | 8.45% | 3 |
|
|
2023
Q2 | $14.7M | Buy |
78,506
+2,309
| +3% | +$432K | 8.83% | 3 |
|
|
2023
Q1 | $13.6M | Buy |
76,197
+4,702
| +7% | +$839K | 9.09% | 3 |
|
|
2022
Q4 | $12.5M | Buy |
+71,495
| New | +$12.5M | 9.97% | 3 |
|