Monterey Private Wealth’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
Q1 | $610K | Sell |
3,057
-700
| -19% | -$140K | 0.18% | 55 |
|
|
2024
Q4 | $830K | Buy |
3,757
+135
| +4% | +$29.8K | 0.27% | 44 |
|
|
2024
Q3 | $800K | Buy |
3,622
+12
| +0.3% | +$2.65K | 0.27% | 44 |
|
|
2024
Q2 | $733K | Sell |
3,610
-2
| -0.1% | -$406 | 0.27% | 47 |
|
|
2024
Q1 | $760K | Buy |
3,612
+7
| +0.2% | +$1.47K | 0.3% | 43 |
|
|
2023
Q4 | $724K | Sell |
3,605
-5
| -0.1% | -$1K | 0.33% | 40 |
|
|
2023
Q3 | $638K | Buy |
3,610
+134
| +4% | +$23.7K | 0.32% | 43 |
|
|
2023
Q2 | $651K | Buy |
3,476
+2
| +0.1% | +$375 | 0.32% | 43 |
|
|
2023
Q1 | $620K | Sell |
3,474
-78
| -2% | -$13.9K | 0.32% | 45 |
|
|
2022
Q4 | $619K | Buy |
3,552
+390
| +12% | +$68K | 0.33% | 45 |
|
|
2022
Q3 | $525K | Buy |
+3,162
| New | +$525K | 0.31% | 45 |
|