Luminvest 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 | $206K | Buy |
+924
| New | +$206K | 0.07% | 39 |
|
|
2025
Q1 | – | Sell |
-924
| Closed | -$204K | – | 33 |
|
|
2024
Q4 | $204K | Hold |
924
| – | – | 0.08% | 32 |
|
|
2024
Q3 | $208K | Buy |
+924
| New | +$208K | 0.09% | 32 |
|
|
2024
Q2 | – | Sell |
-924
| Closed | -$201K | – | 35 |
|
|
2024
Q1 | $201K | Hold |
924
| – | – | 0.13% | 23 |
|
|
2023
Q4 | $203K | Buy |
+924
| New | +$203K | 0.13% | 20 |
|