Modern Wealth Management’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 | $7.24M | Buy |
33,530
+1,256
| +4% | +$271K | 0.18% | 123 |
|
|
2025
Q1 | $6.44M | Buy |
32,274
+5,140
| +19% | +$1.03M | 0.21% | 99 |
|
|
2024
Q4 | $6M | Buy |
27,134
+23,189
| +588% | +$5.12M | 0.22% | 91 |
|
|
2024
Q3 | $871K | Buy |
3,945
+262
| +7% | +$57.9K | 0.05% | 179 |
|
|
2024
Q2 | $747K | Sell |
3,683
-1,932
| -34% | -$392K | 0.06% | 164 |
|
|
2024
Q1 | $1.18M | Buy |
+5,615
| New | +$1.18M | 0.11% | 104 |
|