Marcum Wealth’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
Q1 | $577K | Sell |
2,890
-343
| -11% | -$68.4K | 0.05% | 177 |
|
|
2024
Q4 | $714K | Buy |
3,233
+414
| +15% | +$91.5K | 0.06% | 150 |
|
|
2024
Q3 | $623K | Sell |
2,819
-124
| -4% | -$27.4K | 0.06% | 162 |
|
|
2024
Q2 | $597K | Buy |
2,943
+43
| +1% | +$8.73K | 0.06% | 164 |
|
|
2024
Q1 | $610K | Sell |
2,900
-1,315
| -31% | -$277K | 0.06% | 162 |
|
|
2023
Q4 | $846K | Buy |
4,215
+1,155
| +38% | +$232K | 0.09% | 116 |
|
|
2023
Q3 | $541K | Buy |
3,060
+89
| +3% | +$15.7K | 0.07% | 157 |
|
|
2023
Q2 | $556K | Sell |
2,971
-146
| -5% | -$27.3K | 0.07% | 156 |
|
|
2023
Q1 | $556K | Sell |
3,117
-239
| -7% | -$42.6K | 0.07% | 159 |
|
|
2022
Q4 | $585K | Buy |
3,356
+49
| +1% | +$8.54K | 0.08% | 150 |
|
|
2022
Q3 | $545K | Sell |
3,307
-104
| -3% | -$17.1K | 0.08% | 147 |
|
|
2022
Q2 | $578K | Buy |
3,411
+206
| +6% | +$34.9K | 0.09% | 141 |
|
|
2022
Q1 | $658K | Sell |
3,205
-2,899
| -47% | -$595K | 0.09% | 131 |
|
|
2021
Q4 | $1.36M | Buy |
6,104
+543
| +10% | +$121K | 0.19% | 78 |
|
|
2021
Q3 | $1.22M | Buy |
5,561
+1,751
| +46% | +$383K | 0.19% | 76 |
|
|
2021
Q2 | $874K | Sell |
3,810
-945
| -20% | -$217K | 0.14% | 107 |
|
|
2021
Q1 | $1.05M | Buy |
4,755
+2,719
| +134% | +$601K | 0.17% | 85 |
|
|
2020
Q4 | $399K | Buy |
+2,036
| New | +$399K | 0.09% | 78 |
|