Main Street Financial Solutions’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
$243K Sell
1,127
-1,381
-55% -$298K 0.02% 492
2025
Q1
$500K Sell
2,508
-62
-2% -$12.4K 0.04% 316
2024
Q4
$568K Buy
2,570
+64
+3% +$14.1K 0.06% 262
2024
Q3
$553K Buy
2,506
+463
+23% +$102K 0.05% 296
2024
Q2
$414K Buy
2,043
+62
+3% +$12.6K 0.04% 353
2024
Q1
$417K Sell
1,981
-78
-4% -$16.4K 0.04% 345
2023
Q4
$413K Sell
2,059
-2,259
-52% -$453K 0.05% 296
2023
Q3
$763K Sell
4,318
-2,074
-32% -$367K 0.11% 176
2023
Q2
$1.2M Buy
6,392
+1,333
+26% +$250K 0.16% 128
2023
Q1
$902K Buy
5,059
+181
+4% +$32.3K 0.13% 163
2022
Q4
$850K Buy
4,878
+479
+11% +$83.5K 0.13% 159
2022
Q3
$725K Buy
4,399
+32
+0.7% +$5.27K 0.12% 175
2022
Q2
$740K Buy
4,367
+116
+3% +$19.7K 0.1% 187
2022
Q1
$873K Buy
4,251
+93
+2% +$19.1K 0.13% 162
2021
Q4
$925K Buy
4,158
+120
+3% +$26.7K 0.13% 158
2021
Q3
$883K Buy
4,038
+139
+4% +$30.4K 0.14% 146
2021
Q2
$894K Buy
3,899
+1
+0% +$229 0.14% 141
2021
Q1
$861K Buy
3,898
+126
+3% +$27.8K 0.15% 146
2020
Q4
$740K Buy
+3,772
New +$740K 0.15% 146