Nations Financial Group’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 | $665K | Sell |
3,082
-589
| -16% | -$127K | 0.05% | 391 |
|
|
2025
Q1 | $733K | Sell |
3,671
-640
| -15% | -$128K | 0.06% | 337 |
|
|
2024
Q4 | $953K | Buy |
4,311
+258
| +6% | +$57K | 0.07% | 285 |
|
|
2024
Q3 | $895K | Buy |
4,053
+316
| +8% | +$69.8K | 0.07% | 304 |
|
|
2024
Q2 | $758K | Sell |
3,737
-721
| -16% | -$146K | 0.06% | 313 |
|
|
2024
Q1 | $938K | Buy |
4,458
+252
| +6% | +$53K | 0.08% | 268 |
|
|
2023
Q4 | $844K | Sell |
4,206
-1,762
| -30% | -$354K | 0.08% | 270 |
|
|
2023
Q3 | $1.05M | Buy |
5,968
+101
| +2% | +$17.9K | 0.11% | 221 |
|
|
2023
Q2 | $1.1M | Buy |
5,867
+49
| +0.8% | +$9.18K | 0.11% | 222 |
|
|
2023
Q1 | $1.04M | Buy |
5,818
+754
| +15% | +$135K | 0.11% | 219 |
|
|
2022
Q4 | $883K | Buy |
5,064
+954
| +23% | +$166K | 0.1% | 240 |
|
|
2022
Q3 | $678K | Buy |
4,110
+369
| +10% | +$60.9K | 0.1% | 226 |
|
|
2022
Q2 | $634K | Sell |
3,741
-135
| -3% | -$22.9K | 0.09% | 255 |
|
|
2022
Q1 | $796K | Buy |
3,876
+83
| +2% | +$17K | 0.1% | 234 |
|
|
2021
Q4 | $844K | Buy |
3,793
+158
| +4% | +$35.2K | 0.11% | 193 |
|
|
2021
Q3 | $795K | Buy |
3,635
+136
| +4% | +$29.7K | 0.12% | 195 |
|
|
2021
Q2 | $803K | Sell |
3,499
-308
| -8% | -$70.7K | 0.13% | 188 |
|
|
2021
Q1 | $841K | Buy |
3,807
+544
| +17% | +$120K | 0.19% | 142 |
|
|
2020
Q4 | $640K | Buy |
3,263
+917
| +39% | +$180K | 0.17% | 162 |
|
|
2020
Q3 | $351K | Sell |
2,346
-45
| -2% | -$6.73K | 0.11% | 215 |
|
|
2020
Q2 | $342K | Buy |
2,391
+206
| +9% | +$29.5K | 0.12% | 198 |
|
|
2020
Q1 | $250K | Sell |
2,185
-81
| -4% | -$9.27K | 0.11% | 221 |
|
|
2019
Q4 | $375K | Buy |
2,266
+80
| +4% | +$13.2K | 0.13% | 198 |
|
|
2019
Q3 | $340K | Buy |
2,186
+136
| +7% | +$21.2K | 0.12% | 210 |
|
|
2019
Q2 | $319K | Buy |
2,050
+253
| +14% | +$39.4K | 0.21% | 128 |
|
|
2019
Q1 | $275K | Buy |
1,797
+173
| +11% | +$26.5K | 0.19% | 137 |
|
|
2018
Q4 | $217K | Buy |
1,624
+82
| +5% | +$11K | 0.17% | 146 |
|
|
2018
Q3 | $260K | Buy |
+1,542
| New | +$260K | 0.19% | 141 |
|