NewSquare Capital’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
Q1 | – | Sell |
-100
| Closed | -$22.1K | – | 1204 |
|
|
2024
Q4 | $22.1K | Hold |
100
| – | – | ﹤0.01% | 225 |
|
|
2024
Q3 | $22.1K | Hold |
100
| – | – | ﹤0.01% | 183 |
|
|
2024
Q2 | $20.3K | Buy |
+100
| New | +$20.3K | ﹤0.01% | 194 |
|
|
2023
Q1 | – | Sell |
-17
| Closed | -$2.96K | – | 932 |
|
|
2022
Q4 | $2.96K | Hold |
17
| – | – | ﹤0.01% | 430 |
|
|
2022
Q3 | $3K | Hold |
17
| – | – | ﹤0.01% | 332 |
|
|
2022
Q2 | $3K | Hold |
17
| – | – | ﹤0.01% | 309 |
|
|
2022
Q1 | $3K | Buy |
+17
| New | +$3K | ﹤0.01% | 327 |
|
|
2020
Q1 | – | Sell |
-39
| Closed | -$6K | – | 410 |
|
|
2019
Q4 | $6K | Buy |
+39
| New | +$6K | ﹤0.01% | 242 |
|
|
2019
Q1 | – | Sell |
-53
| Closed | -$7K | – | 343 |
|
|
2018
Q4 | $7K | Buy |
+53
| New | +$7K | ﹤0.01% | 249 |
|