Noble Family 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 | $736K | Buy |
3,409
+1,295
| +61% | +$279K | 0.18% | 46 |
|
|
2025
Q1 | $422K | Sell |
2,114
-46
| -2% | -$9.18K | 0.12% | 53 |
|
|
2024
Q4 | $477K | Hold |
2,160
| – | – | 0.13% | 51 |
|
|
2024
Q3 | $477K | Hold |
2,160
| – | – | 0.13% | 53 |
|
|
2024
Q2 | $438K | Hold |
2,160
| – | – | 0.13% | 51 |
|
|
2024
Q1 | $454K | Hold |
2,160
| – | – | 0.13% | 51 |
|
|
2023
Q4 | $434K | Hold |
2,160
| – | – | 0.13% | 53 |
|
|
2023
Q3 | $382K | Hold |
2,160
| – | – | 0.13% | 52 |
|
|
2023
Q2 | $405K | Hold |
2,160
| – | – | 0.13% | 52 |
|
|
2023
Q1 | $385K | Buy |
+2,160
| New | +$385K | 0.13% | 53 |
|