Oxford Financial Group’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 | $2.34M | Buy |
10,861
+38
| +0.4% | +$8.2K | 0.14% | 48 |
|
|
2025
Q1 | $2.16M | Sell |
10,823
-317
| -3% | -$63.2K | 0.15% | 50 |
|
|
2024
Q4 | $2.46M | Buy |
11,140
+2,602
| +30% | +$575K | 0.16% | 49 |
|
|
2024
Q3 | $1.89M | Sell |
8,538
-1,022
| -11% | -$226K | 0.12% | 58 |
|
|
2024
Q2 | $1.94M | Buy |
9,560
+1,831
| +24% | +$371K | 0.13% | 61 |
|
|
2024
Q1 | $1.63M | Hold |
7,729
| – | – | 0.11% | 56 |
|
|
2023
Q4 | $1.55M | Buy |
7,729
+527
| +7% | +$106K | 0.11% | 61 |
|
|
2023
Q3 | $1.27M | Sell |
7,202
-6
| -0.1% | -$1.06K | 0.11% | 61 |
|
|
2023
Q2 | $1.35M | Sell |
7,208
-590
| -8% | -$110K | 0.13% | 59 |
|
|
2023
Q1 | $1.39M | Hold |
7,798
| – | – | 0.16% | 54 |
|
|
2022
Q4 | $1.36M | Buy |
7,798
+4,574
| +142% | +$798K | 0.16% | 56 |
|
|
2022
Q3 | $532K | Buy |
3,224
+69
| +2% | +$11.4K | 0.08% | 94 |
|
|
2022
Q2 | $534K | Sell |
3,155
-280
| -8% | -$47.4K | 0.08% | 100 |
|
|
2022
Q1 | $705K | Buy |
3,435
+406
| +13% | +$83.3K | 0.09% | 95 |
|
|
2021
Q4 | $674K | Buy |
3,029
+1,580
| +109% | +$352K | 0.08% | 100 |
|
|
2021
Q3 | $317K | Sell |
1,449
-883
| -38% | -$193K | 0.04% | 144 |
|
|
2021
Q2 | $535K | Sell |
2,332
-44
| -2% | -$10.1K | 0.07% | 108 |
|
|
2021
Q1 | $525K | Hold |
2,376
| – | – | 0.07% | 105 |
|
|
2020
Q4 | $466K | Sell |
2,376
-1,916
| -45% | -$376K | 0.07% | 106 |
|
|
2020
Q3 | $643K | Sell |
4,292
-35
| -0.8% | -$5.24K | 0.1% | 84 |
|
|
2020
Q2 | $620K | Hold |
4,327
| – | – | 0.11% | 84 |
|
|
2020
Q1 | $495K | Sell |
4,327
-280
| -6% | -$32K | 0.1% | 85 |
|
|
2019
Q4 | $763K | Sell |
4,607
-207
| -4% | -$34.3K | 0.21% | 40 |
|
|
2019
Q3 | $729K | Hold |
4,814
| – | – | 0.23% | 35 |
|
|
2019
Q2 | $749K | Hold |
4,814
| – | – | 0.25% | 33 |
|
|
2019
Q1 | $737K | Buy |
4,814
+272
| +6% | +$41.6K | 0.26% | 34 |
|
|
2018
Q4 | $608K | Hold |
4,542
| – | – | 0.2% | 29 |
|
|
2018
Q3 | $766K | Sell |
4,542
-665
| -13% | -$112K | 0.36% | 19 |
|
|
2018
Q2 | $853K | Sell |
5,207
-21
| -0.4% | -$3.44K | 0.44% | 18 |
|
|
2018
Q1 | $794K | Buy |
5,228
+104
| +2% | +$15.8K | 0.45% | 18 |
|
|
2017
Q4 | $781K | Buy |
5,124
+1,736
| +51% | +$265K | 0.53% | 17 |
|
|
2017
Q3 | $502K | Buy |
+3,388
| New | +$502K | 0.34% | 20 |
|