Newton One Investments’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 | $70.6K | Hold |
327
| – | – | 0.02% | 60 |
|
|
2025
Q1 | $65.2K | Sell |
327
-93
| -22% | -$18.5K | 0.02% | 58 |
|
|
2024
Q4 | $92.8K | Buy |
+420
| New | +$92.8K | 0.04% | 55 |
|
|
2024
Q3 | – | Sell |
-431
| Closed | -$87.5K | – | 73 |
|
|
2024
Q2 | $87.5K | Hold |
431
| – | – | 0.04% | 54 |
|
|
2024
Q1 | $90.6K | Buy |
431
+1
| +0.2% | +$210 | 0.04% | 54 |
|
|
2023
Q4 | $86.3K | Buy |
430
+3
| +0.7% | +$602 | 0.04% | 58 |
|
|
2023
Q3 | $75.4K | Hold |
427
| – | – | 0.04% | 58 |
|
|
2023
Q2 | $79.9K | Buy |
427
+2
| +0.5% | +$374 | 0.05% | 58 |
|
|
2023
Q1 | $75.9K | Buy |
425
+1
| +0.2% | +$179 | 0.05% | 62 |
|
|
2022
Q4 | $73.9K | Hold |
424
| – | – | 0.05% | 61 |
|
|
2022
Q3 | $70K | Hold |
424
| – | – | 0.05% | 58 |
|
|
2022
Q2 | $72K | Hold |
424
| – | – | 0.05% | 59 |
|
|
2022
Q1 | $87K | Hold |
424
| – | – | 0.06% | 57 |
|
|
2021
Q4 | $94K | Buy |
424
+3
| +0.7% | +$665 | 0.07% | 57 |
|
|
2021
Q3 | $92K | Hold |
421
| – | – | 0.07% | 56 |
|
|
2021
Q2 | $97K | Buy |
421
+1
| +0.2% | +$230 | 0.08% | 55 |
|
|
2021
Q1 | $93K | Hold |
420
| – | – | 0.08% | 40 |
|
|
2020
Q4 | $82K | Buy |
+420
| New | +$82K | 0.08% | 40 |
|