PDS Planning’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 | $235K | Hold |
1,088
| – | – | 0.02% | 434 |
|
|
2025
Q1 | $217K | Sell |
1,088
-29
| -3% | -$5.79K | 0.02% | 411 |
|
|
2024
Q4 | $247K | Buy |
1,117
+29
| +3% | +$6.41K | 0.02% | 349 |
|
|
2024
Q3 | $240K | Hold |
1,088
| – | – | 0.02% | 364 |
|
|
2024
Q2 | $221K | Buy |
1,088
+567
| +109% | +$115K | 0.02% | 339 |
|
|
2024
Q1 | $110K | Buy |
+521
| New | +$110K | 0.01% | 375 |
|
|
2022
Q2 | – | Sell |
-557
| Closed | -$114K | – | 235 |
|
|
2022
Q1 | $114K | Hold |
557
| – | – | 0.02% | 223 |
|
|
2021
Q4 | $124K | Sell |
557
-160
| -22% | -$35.6K | 0.02% | 207 |
|
|
2021
Q3 | $157K | Hold |
717
| – | – | 0.04% | 197 |
|
|
2021
Q2 | $164K | Buy |
717
+1
| +0.1% | +$229 | 0.04% | 184 |
|
|
2021
Q1 | $158K | Sell |
716
-54
| -7% | -$11.9K | 0.05% | 164 |
|
|
2020
Q4 | $151K | Buy |
+770
| New | +$151K | 0.05% | 151 |
|
|
2018
Q1 | – | Sell |
-1,409
| Closed | -$215K | – | 78 |
|
|
2017
Q4 | $215K | Buy |
+1,409
| New | +$215K | 0.22% | 63 |
|