Lutz Financial Services’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 | $787K | Hold |
3,647
| – | – | 0.06% | 62 |
|
|
2025
Q1 | $728K | Sell |
3,647
-80
| -2% | -$16K | 0.06% | 64 |
|
|
2024
Q4 | $824K | Buy |
3,727
+114
| +3% | +$25.2K | 0.07% | 64 |
|
|
2024
Q3 | $798K | Hold |
3,613
| – | – | 0.06% | 63 |
|
|
2024
Q2 | $733K | Hold |
3,613
| – | – | 0.06% | 63 |
|
|
2024
Q1 | $760K | Hold |
3,613
| – | – | 0.07% | 62 |
|
|
2023
Q4 | $725K | Sell |
3,613
-81
| -2% | -$16.3K | 0.07% | 62 |
|
|
2023
Q3 | $653K | Sell |
3,694
-1
| -0% | -$177 | 0.07% | 59 |
|
|
2023
Q2 | $692K | Hold |
3,695
| – | – | 0.07% | 58 |
|
|
2023
Q1 | $659K | Sell |
3,695
-333
| -8% | -$59.4K | 0.08% | 58 |
|
|
2022
Q4 | $702K | Hold |
4,028
| – | – | 0.09% | 56 |
|
|
2022
Q3 | $664K | Hold |
4,028
| – | – | 0.09% | 55 |
|
|
2022
Q2 | $682K | Buy |
+4,028
| New | +$682K | 0.09% | 52 |
|