Nicolet Advisory Services’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 | $441K | Buy |
2,054
+272
| +15% | +$58.5K | 0.04% | 233 |
|
|
2025
Q1 | $324K | Buy |
1,782
+753
| +73% | +$137K | 0.03% | 263 |
|
|
2024
Q4 | $223K | Buy |
+1,029
| New | +$223K | 0.02% | 351 |
|
|
2021
Q1 | – | Sell |
-1,405
| Closed | -$275K | – | 184 |
|
|
2020
Q4 | $275K | Buy |
+1,405
| New | +$275K | 0.04% | 142 |
|
|
2020
Q2 | – | Sell |
-1,854
| Closed | -$212K | – | 209 |
|
|
2020
Q1 | $212K | Buy |
1,854
+301
| +19% | +$34.4K | 0.04% | 176 |
|
|
2019
Q4 | $257K | Buy |
+1,553
| New | +$257K | 0.04% | 146 |
|