Maripau 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
Q1 | – | Sell |
-2,183
| Closed | -$482K | – | 142 |
|
|
2024
Q4 | $482K | Buy |
+2,183
| New | +$482K | 0.29% | 74 |
|
|
2024
Q3 | – | Sell |
-1,757
| Closed | -$356K | – | 90 |
|
|
2024
Q2 | $356K | Sell |
1,757
-581
| -25% | -$118K | 0.24% | 84 |
|
|
2024
Q1 | $492K | Buy |
2,338
+101
| +5% | +$21.2K | 0.37% | 62 |
|
|
2023
Q4 | $449K | Sell |
2,237
-1,254
| -36% | -$252K | 0.39% | 54 |
|
|
2023
Q3 | $617K | Buy |
3,491
+550
| +19% | +$97.2K | 0.57% | 41 |
|
|
2023
Q2 | $551K | Buy |
2,941
+331
| +13% | +$62K | 0.49% | 50 |
|
|
2023
Q1 | $466K | Buy |
2,610
+208
| +9% | +$37.1K | 0.48% | 44 |
|
|
2022
Q4 | $437K | Sell |
2,402
-149
| -6% | -$27.1K | 0.45% | 46 |
|
|
2022
Q3 | $468K | Hold |
2,551
| – | – | 0.51% | 47 |
|
|
2022
Q2 | $478K | Sell |
2,551
-235
| -8% | -$44K | 0.52% | 46 |
|
|
2022
Q1 | $539K | Sell |
2,786
-274
| -9% | -$53K | 0.49% | 50 |
|
|
2021
Q4 | $622K | Buy |
+3,060
| New | +$622K | 0.59% | 40 |
|