Madison Wealth Partners’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 | $458K | Buy |
2,122
+26
| +1% | +$5.61K | 0.1% | 89 |
|
|
2025
Q1 | $418K | Hold |
2,096
| – | – | 0.1% | 87 |
|
|
2024
Q4 | $463K | Hold |
2,096
| – | – | 0.13% | 82 |
|
|
2024
Q3 | $463K | Sell |
2,096
-69
| -3% | -$15.2K | 0.14% | 80 |
|
|
2024
Q2 | $439K | Sell |
2,165
-233
| -10% | -$47.3K | 0.15% | 71 |
|
|
2024
Q1 | $504K | Hold |
2,398
| – | – | 0.18% | 65 |
|
|
2023
Q4 | $481K | Sell |
2,398
-110
| -4% | -$22.1K | 0.19% | 65 |
|
|
2023
Q3 | $443K | Hold |
2,508
| – | – | 0.22% | 51 |
|
|
2023
Q2 | $470K | Sell |
2,508
-89
| -3% | -$16.7K | 0.22% | 47 |
|
|
2023
Q1 | $463K | Sell |
2,597
-74
| -3% | -$13.2K | 0.23% | 43 |
|
|
2022
Q4 | $466K | Sell |
2,671
-124
| -4% | -$21.6K | 0.27% | 41 |
|
|
2022
Q3 | $461K | Buy |
2,795
+411
| +17% | +$67.8K | 0.3% | 41 |
|
|
2022
Q2 | $404K | Buy |
+2,384
| New | +$404K | 0.26% | 43 |
|