Money Concepts Capital’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 | $1.43M | Buy |
6,630
+3,292
| +99% | +$710K | 0.1% | 193 |
|
|
2025
Q1 | $666K | Sell |
3,338
-51
| -2% | -$10.2K | 0.05% | 268 |
|
|
2024
Q4 | $749K | Buy |
3,389
+1,247
| +58% | +$276K | 0.06% | 245 |
|
|
2024
Q3 | $473K | Sell |
2,142
-3,208
| -60% | -$709K | 0.04% | 298 |
|
|
2024
Q2 | $1.09M | Sell |
5,350
-9,081
| -63% | -$1.84M | 0.09% | 192 |
|
|
2024
Q1 | $3.03M | Buy |
14,431
+2,824
| +24% | +$594K | 0.28% | 94 |
|
|
2023
Q4 | $2.33M | Buy |
11,607
+10,279
| +774% | +$2.06M | 0.22% | 120 |
|
|
2023
Q3 | $235K | Buy |
1,328
+158
| +14% | +$27.9K | 0.02% | 324 |
|
|
2023
Q2 | $219K | Sell |
1,170
-13,264
| -92% | -$2.48M | 0.02% | 344 |
|
|
2023
Q1 | $173K | Buy |
14,434
+7,132
| +98% | +$85.3K | 0.01% | 418 |
|
|
2022
Q4 | $1.27M | Buy |
7,302
+5,546
| +316% | +$967K | 0.06% | 256 |
|
|
2022
Q3 | $290K | Sell |
1,756
-117
| -6% | -$19.3K | 0.02% | 371 |
|
|
2022
Q2 | $321K | Sell |
1,873
-6,541
| -78% | -$1.12M | 0.03% | 336 |
|
|
2022
Q1 | $1.73M | Buy |
8,414
+6,276
| +294% | +$1.29M | 0.1% | 206 |
|
|
2021
Q4 | $476K | Buy |
+2,138
| New | +$476K | 0.04% | 326 |
|
|
2021
Q1 | $570K | Sell |
2,581
-106
| -4% | -$23.4K | 0.05% | 297 |
|
|
2020
Q4 | $527K | Buy |
+2,687
| New | +$527K | 0.05% | 273 |
|