Nvest Financial’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
Q1 | – | Sell |
-4,987
| Closed | -$1.1M | – | 103 |
|
|
2024
Q4 | $1.1M | Buy |
4,987
+198
| +4% | +$43.8K | 0.56% | 51 |
|
|
2024
Q3 | $1.06M | Buy |
4,789
+413
| +9% | +$91.2K | 0.6% | 47 |
|
|
2024
Q2 | $888K | Buy |
4,376
+632
| +17% | +$128K | 0.55% | 48 |
|
|
2024
Q1 | $787K | Buy |
3,744
+1,129
| +43% | +$237K | 0.52% | 47 |
|
|
2023
Q4 | $525K | Buy |
+2,615
| New | +$525K | 0.41% | 47 |
|