One Wealth 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
Q1 | – | Sell |
-1,364
| Closed | -$301K | – | 297 |
|
|
2024
Q4 | $301K | Buy |
+1,364
| New | +$301K | 0.04% | 188 |
|
|
2024
Q1 | – | Sell |
-1,064
| Closed | -$214K | – | 253 |
|
|
2023
Q4 | $214K | Buy |
+1,064
| New | +$214K | 0.04% | 199 |
|
|
2023
Q1 | – | Sell |
-1,256
| Closed | -$219K | – | 400 |
|
|
2022
Q4 | $219K | Buy |
+1,256
| New | +$219K | 0.05% | 174 |
|
|
2019
Q2 | – | Sell |
-10
| Closed | -$2K | – | 301 |
|
|
2019
Q1 | $2K | Sell |
10
-11,527
| -100% | -$2.31M | ﹤0.01% | 485 |
|
|
2018
Q4 | $1.55M | Buy |
11,537
+11,527
| +115,270% | +$1.54M | 1.54% | 11 |
|
|
2018
Q3 | $2K | Hold |
10
| – | – | ﹤0.01% | 511 |
|
|
2018
Q2 | $2K | Hold |
10
| – | – | ﹤0.01% | 508 |
|
|
2018
Q1 | $2K | Hold |
10
| – | – | ﹤0.01% | 481 |
|
|
2017
Q4 | $2K | Buy |
+10
| New | +$2K | ﹤0.01% | 520 |
|