Pathway Financial Advisers’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 |
-27
| Closed | -$5.77K | – | 288 |
|
|
2024
Q4 | $5.77K | Buy |
27
+1
| +4% | +$214 | ﹤0.01% | 391 |
|
|
2024
Q3 | $5.75K | Hold |
26
| – | – | ﹤0.01% | 325 |
|
|
2024
Q2 | $5.26K | Buy |
26
+1
| +4% | +$202 | ﹤0.01% | 386 |
|
|
2024
Q1 | $5.44K | Sell |
25
-1
| -4% | -$218 | ﹤0.01% | 389 |
|
|
2023
Q4 | $5.18K | Hold |
26
| – | – | ﹤0.01% | 411 |
|
|
2023
Q3 | $4.52K | Buy |
+26
| New | +$4.52K | ﹤0.01% | 422 |
|
|
2023
Q1 | $4.55K | Sell |
26
-90
| -78% | -$15.8K | ﹤0.01% | 445 |
|
|
2022
Q4 | $20.2K | Buy |
+116
| New | +$20.2K | 0.01% | 331 |
|