Penney 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 | $475K | Hold |
2,203
| – | – | 0.24% | 29 |
|
|
2025
Q1 | $439K | Hold |
2,203
| – | – | 0.29% | 26 |
|
|
2024
Q4 | $487K | Hold |
2,203
| – | – | 0.33% | 25 |
|
|
2024
Q3 | $487K | Sell |
2,203
-25
| -1% | -$5.52K | 0.33% | 22 |
|
|
2024
Q2 | $452K | Hold |
2,228
| – | – | 0.33% | 24 |
|
|
2024
Q1 | $469K | Hold |
2,228
| – | – | 0.35% | 21 |
|
|
2023
Q4 | $447K | Buy |
+2,228
| New | +$447K | 0.37% | 22 |
|