Mason & Associates (Virginia)’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 | $207K | Sell |
959
-745
| -44% | -$161K | 0.05% | 40 |
|
|
2025
Q1 | $340K | Sell |
1,704
-83
| -5% | -$16.6K | 0.1% | 32 |
|
|
2024
Q4 | $395K | Sell |
1,787
-267
| -13% | -$59K | 0.12% | 30 |
|
|
2024
Q3 | $454K | Sell |
2,054
-60
| -3% | -$13.3K | 0.14% | 29 |
|
|
2024
Q2 | $429K | Sell |
2,114
-8,724
| -80% | -$1.77M | 0.14% | 27 |
|
|
2024
Q1 | $2.28M | Buy |
+10,838
| New | +$2.28M | 1.74% | 28 |
|