Money Concepts Capital’s iShares Russell 2000 ETF IWM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$2.26M Buy
2025
Q2
$1.43M Buy
2025
Q1
$666K Sell
2024
Q4
$749K Buy
2024
Q3
$473K Sell
2024
Q2
$1.09M Sell
2024
Q1
$3.03M Buy
2023
Q4
$2.33M Buy
2023
Q3
$235K Buy
2023
Q2
$219K Sell
2023
Q1
$173K Buy
2022
Q4
$1.27M Buy
2022
Q3
$290K Sell
2022
Q2
$321K Sell
2022
Q1
$1.73M Buy
2021
Q4
$476K Buy
2021
Q1
$570K Sell
2020
Q4
$527K Buy