Midland Wealth 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 | $627K | Sell |
2,904
-2,188
| -43% | -$472K | 0.03% | 103 |
|
|
2025
Q1 | $1.02M | Sell |
5,092
-628
| -11% | -$125K | 0.06% | 79 |
|
|
2024
Q4 | $1.26M | Sell |
5,720
-1,975
| -26% | -$436K | 0.08% | 71 |
|
|
2024
Q3 | $1.7M | Sell |
7,695
-4,614
| -37% | -$1.02M | 0.1% | 56 |
|
|
2024
Q2 | $2.5M | Sell |
12,309
-691
| -5% | -$140K | 0.15% | 40 |
|
|
2024
Q1 | $2.73M | Sell |
13,000
-5,145
| -28% | -$1.08M | 0.17% | 34 |
|
|
2023
Q4 | $3.64M | Buy |
+18,145
| New | +$3.64M | 0.25% | 25 |
|