NFP Retirement Inc’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 | $241K | Sell |
1,118
-100
| -8% | -$21.6K | 0.02% | 268 |
|
|
2025
Q1 | $243K | Sell |
1,218
-282
| -19% | -$56.3K | 0.02% | 248 |
|
|
2024
Q4 | $331K | Buy |
1,500
+50
| +3% | +$11.1K | 0.03% | 228 |
|
|
2024
Q3 | $320K | Buy |
1,450
+100
| +7% | +$22.1K | 0.03% | 227 |
|
|
2024
Q2 | $274K | Sell |
1,350
-457
| -25% | -$92.7K | 0.02% | 233 |
|
|
2024
Q1 | $380K | Buy |
1,807
+76
| +4% | +$16K | 0.03% | 205 |
|
|
2023
Q4 | $347K | Hold |
1,731
| – | – | 0.06% | 174 |
|
|
2023
Q3 | $306K | Sell |
1,731
-136
| -7% | -$24K | 0.06% | 181 |
|
|
2023
Q2 | $350K | Sell |
1,867
-150
| -7% | -$28.1K | 0.07% | 173 |
|
|
2023
Q1 | $360K | Sell |
2,017
-68
| -3% | -$12.1K | 0.07% | 181 |
|
|
2022
Q4 | $364K | Buy |
2,085
+77
| +4% | +$13.4K | 0.08% | 174 |
|
|
2022
Q3 | $331K | Hold |
2,008
| – | – | 0.08% | 170 |
|
|
2022
Q2 | $340K | Buy |
2,008
+2
| +0.1% | +$339 | 0.09% | 171 |
|
|
2022
Q1 | $412K | Buy |
+2,006
| New | +$412K | 0.1% | 148 |
|