LJI 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 | $24.1M | Buy |
111,716
+7,894
| +8% | +$1.7M | 4.2% | 5 |
|
|
2025
Q1 | $20.7M | Buy |
103,822
+7,758
| +8% | +$1.55M | 4.12% | 5 |
|
|
2024
Q4 | $21.2M | Sell |
96,064
-5,829
| -6% | -$1.29M | 4.18% | 5 |
|
|
2024
Q3 | $22.5M | Buy |
101,893
+4,258
| +4% | +$941K | 4.6% | 4 |
|
|
2024
Q2 | $19.8M | Buy |
97,635
+22,063
| +29% | +$4.48M | 4.38% | 4 |
|
|
2024
Q1 | $15.9M | Buy |
75,572
+2,787
| +4% | +$586K | 4.11% | 4 |
|
|
2023
Q4 | $14.6M | Sell |
72,785
-102
| -0.1% | -$20.5K | 3.78% | 5 |
|
|
2023
Q3 | $12.9M | Buy |
72,887
+3,407
| +5% | +$602K | 3.71% | 5 |
|
|
2023
Q2 | $13M | Sell |
69,480
-154
| -0.2% | -$28.8K | 3.79% | 6 |
|
|
2023
Q1 | $12.4M | Buy |
69,634
+3,421
| +5% | +$610K | 3.92% | 5 |
|
|
2022
Q4 | $11.5M | Buy |
+66,213
| New | +$11.5M | 4.05% | 5 |
|