Northern Financial Advisors’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 | $237K | Buy |
1,099
+2
| +0.2% | +$431 | 0.18% | 98 |
|
|
2025
Q1 | $219K | Buy |
1,097
+2
| +0.2% | +$399 | 0.18% | 101 |
|
|
2024
Q4 | $242K | Buy |
1,095
+2
| +0.2% | +$442 | 0.19% | 101 |
|
|
2024
Q3 | $241K | Sell |
1,093
-10
| -0.9% | -$2.21K | 0.18% | 100 |
|
|
2024
Q2 | $224K | Buy |
1,103
+2
| +0.2% | +$406 | 0.18% | 101 |
|
|
2024
Q1 | $232K | Sell |
1,101
-149
| -12% | -$31.3K | 0.18% | 111 |
|
|
2023
Q4 | $251K | Sell |
1,250
-479
| -28% | -$96.1K | 0.21% | 105 |
|
|
2023
Q3 | $306K | Hold |
1,729
| – | – | 0.28% | 92 |
|
|
2023
Q2 | $324K | Buy |
1,729
+2
| +0.1% | +$375 | 0.29% | 84 |
|
|
2023
Q1 | $308K | Buy |
1,727
+2
| +0.1% | +$357 | 0.29% | 87 |
|
|
2022
Q4 | $301K | Buy |
+1,725
| New | +$301K | 0.34% | 74 |
|