Mayflower Financial Advisors’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 | $3.19M | Sell |
14,805
-231
| -2% | -$49.8K | 0.44% | 57 |
|
|
2025
Q1 | $3M | Sell |
15,036
-8
| -0.1% | -$1.6K | 0.46% | 55 |
|
|
2024
Q4 | $3.32M | Sell |
15,044
-325
| -2% | -$71.8K | 0.5% | 51 |
|
|
2024
Q3 | $3.39M | Buy |
15,369
+44
| +0.3% | +$9.72K | 0.51% | 49 |
|
|
2024
Q2 | $3.11M | Sell |
15,325
-831
| -5% | -$169K | 0.51% | 47 |
|
|
2024
Q1 | $3.4M | Buy |
16,156
+59
| +0.4% | +$12.4K | 0.57% | 42 |
|
|
2023
Q4 | $3.23M | Sell |
16,097
-470
| -3% | -$94.3K | 0.45% | 53 |
|
|
2023
Q3 | $2.93M | Sell |
16,567
-240
| -1% | -$42.4K | 0.44% | 52 |
|
|
2023
Q2 | $3.15M | Sell |
16,807
-23
| -0.1% | -$4.31K | 0.41% | 57 |
|
|
2023
Q1 | $3M | Sell |
16,830
-7
| -0% | -$1.25K | 0.39% | 60 |
|
|
2022
Q4 | $2.94M | Buy |
16,837
+13
| +0.1% | +$2.27K | 0.41% | 53 |
|
|
2022
Q3 | $2.78M | Sell |
16,824
-222
| -1% | -$36.6K | 0.45% | 46 |
|
|
2022
Q2 | $2.89M | Sell |
17,046
-295
| -2% | -$50K | 0.44% | 49 |
|
|
2022
Q1 | $3.56M | Sell |
17,341
-145
| -0.8% | -$29.8K | 0.48% | 45 |
|
|
2021
Q4 | $3.89M | Buy |
17,486
+298
| +2% | +$66.3K | 0.52% | 42 |
|
|
2021
Q3 | $3.88M | Sell |
17,188
-218
| -1% | -$49.2K | 0.52% | 43 |
|
|
2021
Q2 | $3.99M | Sell |
17,406
-143
| -0.8% | -$32.8K | 0.55% | 40 |
|
|
2021
Q1 | $3.88M | Sell |
17,549
-640
| -4% | -$141K | 0.57% | 37 |
|
|
2020
Q4 | $3.57M | Buy |
+18,189
| New | +$3.57M | 0.62% | 35 |
|