Narus Financial Partners’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 | $835K | Sell |
3,868
-375
| -9% | -$80.9K | 0.26% | 62 |
|
|
2025
Q1 | $846K | Sell |
4,243
-290
| -6% | -$57.9K | 0.29% | 58 |
|
|
2024
Q4 | $1M | Sell |
4,533
-830
| -15% | -$183K | 0.34% | 53 |
|
|
2024
Q3 | $1.18M | Buy |
5,363
+1,158
| +28% | +$256K | 0.42% | 47 |
|
|
2024
Q2 | $853K | Buy |
4,205
+25
| +0.6% | +$5.07K | 0.34% | 57 |
|
|
2024
Q1 | $879K | Hold |
4,180
| – | – | 0.38% | 57 |
|
|
2023
Q4 | $839K | Buy |
4,180
+41
| +1% | +$8.23K | 0.4% | 55 |
|
|
2023
Q3 | $732K | Buy |
4,139
+58
| +1% | +$10.3K | 0.38% | 49 |
|
|
2023
Q2 | $764K | Hold |
4,081
| – | – | 0.39% | 49 |
|
|
2023
Q1 | $728K | Hold |
4,081
| – | – | 0.39% | 47 |
|
|
2022
Q4 | $712K | Sell |
4,081
-436
| -10% | -$76K | 0.41% | 41 |
|
|
2022
Q3 | $745K | Hold |
4,517
| – | – | 0.47% | 37 |
|
|
2022
Q2 | $765K | Sell |
4,517
-308
| -6% | -$52.2K | 0.49% | 39 |
|
|
2022
Q1 | $990K | Buy |
+4,825
| New | +$990K | 0.55% | 32 |
|
|
2021
Q1 | $684K | Buy |
+3,094
| New | +$684K | 0.41% | 38 |
|
|
2019
Q4 | $261K | Hold |
1,577
| – | – | 0.18% | 62 |
|
|
2019
Q3 | $239K | Hold |
1,577
| – | – | 0.18% | 61 |
|
|
2019
Q2 | $245K | Buy |
+1,577
| New | +$245K | 0.19% | 61 |
|
|
2017
Q3 | $547K | Hold |
3,689
| – | – | 0.48% | 30 |
|
|
2017
Q2 | $520K | Hold |
3,689
| – | – | 0.48% | 29 |
|
|
2017
Q1 | $507K | Hold |
3,689
| – | – | 0.49% | 30 |
|
|
2016
Q4 | $497K | Buy |
+3,689
| New | +$497K | 0.52% | 29 |
|