Morling Financial Advisors’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 | $118K | Sell |
547
-565
| -51% | -$122K | 0.04% | 77 |
|
|
2025
Q1 | $222K | Buy |
1,112
+637
| +134% | +$127K | 0.08% | 76 |
|
|
2024
Q4 | $105K | Buy |
475
+157
| +49% | +$34.7K | 0.04% | 83 |
|
|
2024
Q3 | $70.2K | Hold |
318
| – | – | 0.03% | 80 |
|
|
2024
Q2 | $64.5K | Buy |
318
+43
| +16% | +$8.72K | 0.03% | 72 |
|
|
2024
Q1 | $57.8K | Hold |
275
| – | – | 0.03% | 82 |
|
|
2023
Q4 | $55.2K | Hold |
275
| – | – | 0.04% | 64 |
|
|
2023
Q3 | $48.6K | Hold |
275
| – | – | 0.05% | 60 |
|
|
2023
Q2 | $51.5K | Hold |
275
| – | – | 0.05% | 61 |
|
|
2023
Q1 | $49.1K | Hold |
275
| – | – | 0.05% | 65 |
|
|
2022
Q4 | $47.9K | Hold |
275
| – | – | 0.06% | 65 |
|
|
2022
Q3 | $45K | Hold |
275
| – | – | 0.06% | 59 |
|
|
2022
Q2 | $47K | Hold |
275
| – | – | 0.06% | 62 |
|
|
2022
Q1 | $56K | Hold |
275
| – | – | 0.07% | 69 |
|
|
2021
Q4 | $61K | Buy |
+275
| New | +$61K | 0.06% | 65 |
|