Meeder Advisory Services’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 |
-979
| Closed | -$216K | – | 583 |
|
|
2024
Q4 | $216K | Buy |
+979
| New | +$216K | 0.01% | 518 |
|
|
2023
Q4 | – | Sell |
-1,900
| Closed | -$336K | – | 433 |
|
|
2023
Q3 | $336K | Hold |
1,900
| – | – | 0.04% | 311 |
|
|
2023
Q2 | $356K | Sell |
1,900
-734
| -28% | -$137K | 0.04% | 333 |
|
|
2023
Q1 | $470K | Buy |
2,634
+734
| +39% | +$131K | 0.05% | 282 |
|
|
2022
Q4 | $331K | Buy |
+1,900
| New | +$331K | 0.04% | 329 |
|