Palo Alto 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
Q2 | $456K | Buy |
2,113
+5
| +0.2% | +$1.08K | 0.17% | 34 |
|
|
2025
Q1 | $440K | Buy |
2,108
+5
| +0.2% | +$1.04K | 0.17% | 32 |
|
|
2024
Q4 | $465K | Buy |
2,103
+7
| +0.3% | +$1.55K | 0.16% | 32 |
|
|
2024
Q3 | $466K | Buy |
2,096
+7
| +0.3% | +$1.56K | 0.19% | 30 |
|
|
2024
Q2 | $424K | Buy |
2,089
+6
| +0.3% | +$1.22K | 0.29% | 27 |
|
|
2024
Q1 | $438K | Buy |
2,083
+5
| +0.2% | +$1.05K | 0.31% | 29 |
|
|
2023
Q4 | $417K | Hold |
2,078
| – | – | 0.32% | 30 |
|
|
2023
Q3 | $369K | Sell |
2,078
-291
| -12% | -$51.7K | 0.31% | 28 |
|
|
2023
Q2 | $444K | Hold |
2,369
| – | – | 0.35% | 28 |
|
|
2023
Q1 | $423K | Hold |
2,369
| – | – | 0.34% | 31 |
|
|
2022
Q4 | $413K | Buy |
+2,369
| New | +$413K | 0.35% | 31 |
|