New England Capital 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 | $4.32K | Buy |
+20
| New | +$4.32K | ﹤0.01% | 315 |
|
|
2025
Q1 | – | Sell |
-453
| Closed | -$100K | – | 410 |
|
|
2024
Q4 | $100K | Buy |
453
+1
| +0.2% | +$221 | 0.05% | 82 |
|
|
2024
Q3 | $99.8K | Buy |
452
+2
| +0.4% | +$441 | 0.05% | 79 |
|
|
2024
Q2 | $91.3K | Buy |
450
+1
| +0.2% | +$203 | 0.05% | 79 |
|
|
2024
Q1 | $94.4K | Buy |
449
+1
| +0.2% | +$210 | 0.05% | 76 |
|
|
2023
Q4 | $89.9K | Buy |
448
+4
| +0.9% | +$802 | 0.05% | 79 |
|
|
2023
Q3 | $78.5K | Hold |
444
| – | – | 0.05% | 82 |
|
|
2023
Q2 | $83.1K | Buy |
444
+1
| +0.2% | +$187 | 0.05% | 82 |
|
|
2023
Q1 | $79K | Buy |
443
+2
| +0.5% | +$357 | 0.06% | 83 |
|
|
2022
Q4 | $81.6K | Buy |
+441
| New | +$81.6K | 0.06% | 84 |
|