NewEdge 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
Q2 | $4.07M | Buy |
18,512
+106
| +0.6% | +$23.3K | 0.06% | 242 |
|
|
2025
Q1 | $3.67M | Sell |
18,406
-3,456
| -16% | -$689K | 0.07% | 235 |
|
|
2024
Q4 | $4.83M | Buy |
21,862
+6,670
| +44% | +$1.47M | 0.08% | 192 |
|
|
2024
Q3 | $3.36M | Sell |
15,192
-3,535
| -19% | -$781K | 0.06% | 271 |
|
|
2024
Q2 | $3.8M | Buy |
18,727
+1,241
| +7% | +$252K | 0.08% | 206 |
|
|
2024
Q1 | $3.5M | Sell |
17,486
-6,149
| -26% | -$1.23M | 0.08% | 215 |
|
|
2023
Q4 | $4.74M | Buy |
23,635
+4,340
| +22% | +$871K | 0.12% | 147 |
|
|
2023
Q3 | $3.41M | Buy |
19,295
+2,741
| +17% | +$484K | 0.11% | 170 |
|
|
2023
Q2 | $3.1M | Buy |
16,554
+10,774
| +186% | +$2.02M | 0.1% | 185 |
|
|
2023
Q1 | $1.03M | Sell |
5,780
-7,303
| -56% | -$1.3M | 0.04% | 308 |
|
|
2022
Q4 | $2.28M | Buy |
13,083
+9,655
| +282% | +$1.68M | 0.1% | 193 |
|
|
2022
Q3 | $565K | Buy |
3,428
+540
| +19% | +$89K | 0.03% | 339 |
|
|
2022
Q2 | $489K | Sell |
2,888
-146
| -5% | -$24.7K | 0.02% | 395 |
|
|
2022
Q1 | $623K | Buy |
3,034
+761
| +33% | +$156K | 0.03% | 273 |
|
|
2021
Q4 | $506K | Buy |
+2,273
| New | +$506K | 0.02% | 293 |
|