Petix & Botte 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 | $1.35M | Sell |
6,254
-360
| -5% | -$77.7K | 0.33% | 50 |
|
|
2025
Q1 | $1.32M | Sell |
6,614
-1,138
| -15% | -$227K | 0.35% | 49 |
|
|
2024
Q4 | $1.71M | Sell |
7,752
-624
| -7% | -$138K | 0.45% | 43 |
|
|
2024
Q3 | $1.85M | Buy |
8,376
+1
| +0% | +$221 | 0.49% | 33 |
|
|
2024
Q2 | $1.7M | Buy |
8,375
+3,819
| +84% | +$775K | 0.48% | 35 |
|
|
2024
Q1 | $958K | Sell |
4,556
-3,993
| -47% | -$840K | 0.24% | 69 |
|
|
2023
Q4 | $1.72M | Sell |
8,549
-666
| -7% | -$134K | 0.51% | 31 |
|
|
2023
Q3 | $1.63M | Buy |
9,215
+35
| +0.4% | +$6.19K | 0.51% | 28 |
|
|
2023
Q2 | $1.72M | Buy |
9,180
+4,799
| +110% | +$899K | 0.53% | 30 |
|
|
2023
Q1 | $782K | Buy |
+4,381
| New | +$782K | 0.53% | 34 |
|
|
2022
Q3 | $760K | Sell |
4,606
-17
| -0.4% | -$2.81K | 0.58% | 33 |
|
|
2022
Q2 | $783K | Sell |
4,623
-6,062
| -57% | -$1.03M | 0.58% | 32 |
|
|
2022
Q1 | $2.19M | Buy |
10,685
+5,480
| +105% | +$1.12M | 0.68% | 29 |
|
|
2021
Q4 | $1.16M | Sell |
5,205
-8,515
| -62% | -$1.89M | 0.74% | 29 |
|
|
2021
Q3 | $3M | Buy |
13,720
+5,498
| +67% | +$1.2M | 1.02% | 26 |
|
|
2021
Q2 | $1.89M | Sell |
8,222
-1,260
| -13% | -$289K | 1.32% | 23 |
|
|
2021
Q1 | $2.1M | Sell |
9,482
-1,028
| -10% | -$227K | 1.55% | 19 |
|
|
2020
Q4 | $2.06M | Sell |
10,510
-2,698
| -20% | -$529K | 1.54% | 19 |
|
|
2020
Q3 | $1.98M | Sell |
13,208
-22,169
| -63% | -$3.33M | 1.58% | 18 |
|
|
2020
Q2 | $2.59M | Buy |
35,377
+17,151
| +94% | +$1.26M | 2.14% | 16 |
|
|
2020
Q1 | $2.09M | Sell |
18,226
-3,265
| -15% | -$374K | 2.03% | 16 |
|
|
2019
Q4 | $3.56M | Buy |
+21,491
| New | +$3.56M | 2.8% | 13 |
|