Midwest Financial Group’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 | $354K | Sell |
1,641
-309
| -16% | -$66.7K | 0.19% | 81 |
|
|
2025
Q1 | $389K | Buy |
1,950
+50
| +3% | +$9.97K | 0.23% | 75 |
|
|
2024
Q4 | $420K | Sell |
1,900
-48
| -2% | -$10.6K | 0.24% | 76 |
|
|
2024
Q3 | $430K | Sell |
1,948
-56
| -3% | -$12.4K | 0.25% | 74 |
|
|
2024
Q2 | $407K | Buy |
2,004
+869
| +77% | +$176K | 0.26% | 74 |
|
|
2024
Q1 | $239K | Sell |
1,135
-7,909
| -87% | -$1.67M | 0.16% | 96 |
|
|
2023
Q4 | $1.82M | Buy |
9,044
+381
| +4% | +$76.5K | 1.35% | 21 |
|
|
2023
Q3 | $1.53M | Buy |
8,663
+408
| +5% | +$72.1K | 1.3% | 21 |
|
|
2023
Q2 | $1.55M | Buy |
8,255
+646
| +8% | +$121K | 1.31% | 19 |
|
|
2023
Q1 | $1.36M | Buy |
+7,609
| New | +$1.36M | 1.25% | 20 |
|