Oldfather Financial 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 | $24.3M | Buy |
112,611
+4,222
| +4% | +$911K | 8.35% | 3 |
|
|
2025
Q1 | $21.6M | Buy |
108,389
+1,287
| +1% | +$257K | 8.21% | 3 |
|
|
2024
Q4 | $23.7M | Sell |
107,102
-459
| -0.4% | -$101K | 9.02% | 3 |
|
|
2024
Q3 | $23.8M | Sell |
107,561
-650
| -0.6% | -$144K | 9.14% | 3 |
|
|
2024
Q2 | $22M | Buy |
108,211
+154
| +0.1% | +$31.2K | 9.01% | 3 |
|
|
2024
Q1 | $22.7M | Buy |
108,057
+1,687
| +2% | +$355K | 9.35% | 3 |
|
|
2023
Q4 | $21.3M | Buy |
106,370
+3,032
| +3% | +$609K | 9.51% | 3 |
|
|
2023
Q3 | $18.3M | Buy |
103,338
+1,223
| +1% | +$216K | 9.27% | 3 |
|
|
2023
Q2 | $19.1M | Buy |
102,115
+1,094
| +1% | +$205K | 9.35% | 3 |
|
|
2023
Q1 | $18M | Buy |
101,021
+5,517
| +6% | +$984K | 9.32% | 3 |
|
|
2022
Q4 | $16.7M | Sell |
95,504
-689
| -0.7% | -$120K | 9.49% | 3 |
|
|
2022
Q3 | $15.9M | Buy |
96,193
+2,586
| +3% | +$426K | 9.94% | 3 |
|
|
2022
Q2 | $17.2M | Buy |
93,607
+1,232
| +1% | +$226K | 9.8% | 3 |
|
|
2022
Q1 | $17.6M | Buy |
92,375
+4,627
| +5% | +$881K | 9.55% | 3 |
|
|
2021
Q4 | $18.1M | Buy |
87,748
+4,618
| +6% | +$954K | 9.51% | 3 |
|
|
2021
Q3 | $19.9M | Buy |
83,130
+1,207
| +1% | +$289K | 10.23% | 3 |
|
|
2021
Q2 | $18.2M | Buy |
81,923
+1,284
| +2% | +$286K | 9.97% | 3 |
|
|
2021
Q1 | $17.9M | Sell |
80,639
-880
| -1% | -$196K | 10.33% | 3 |
|
|
2020
Q4 | $18.1M | Sell |
81,519
-1,529
| -2% | -$339K | 10.72% | 3 |
|
|
2020
Q3 | $13.4M | Buy |
83,048
+169
| +0.2% | +$27.2K | 9.53% | 3 |
|
|
2020
Q2 | $12.3M | Buy |
82,879
+361
| +0.4% | +$53.7K | 9.57% | 3 |
|
|
2020
Q1 | $10.5M | Buy |
82,518
+15,724
| +24% | +$2M | 9.95% | 3 |
|
|
2019
Q4 | $11M | Buy |
+66,794
| New | +$11M | 10.17% | 3 |
|