Parker 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
Q2 | $1.08M | Sell |
4,996
-304
| -6% | -$65.6K | 0.47% | 16 |
|
|
2025
Q1 | $1.06M | Sell |
5,300
-1,563
| -23% | -$312K | 0.51% | 17 |
|
|
2024
Q4 | $1.52M | Sell |
6,863
-1,902
| -22% | -$420K | 0.74% | 15 |
|
|
2024
Q3 | $1.94M | Sell |
8,765
-1,713
| -16% | -$378K | 0.97% | 15 |
|
|
2024
Q2 | $2.15M | Sell |
10,478
-820
| -7% | -$168K | 1.17% | 16 |
|
|
2024
Q1 | $2.38M | Sell |
11,298
-1,251
| -10% | -$263K | 1.35% | 12 |
|
|
2023
Q4 | $2.52M | Sell |
12,549
-277
| -2% | -$55.6K | 1.56% | 13 |
|
|
2023
Q3 | $2.27M | Sell |
12,826
-1,412
| -10% | -$250K | 1.58% | 13 |
|
|
2023
Q2 | $2.67M | Sell |
14,238
-104
| -0.7% | -$19.5K | 1.93% | 12 |
|
|
2023
Q1 | $2.56M | Sell |
14,342
-187
| -1% | -$33.4K | 2.01% | 12 |
|
|
2022
Q4 | $2.53M | Buy |
+14,529
| New | +$2.53M | 2.16% | 13 |
|