PFG Investments’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 | $2.24M | Sell |
10,392
-2,147
| -17% | -$463K | 0.13% | 147 |
|
|
2025
Q1 | $2.5M | Sell |
12,539
-1,452
| -10% | -$290K | 0.16% | 118 |
|
|
2024
Q4 | $3.09M | Buy |
13,991
+1,175
| +9% | +$260K | 0.19% | 93 |
|
|
2024
Q3 | $2.83M | Buy |
12,816
+1,229
| +11% | +$271K | 0.18% | 100 |
|
|
2024
Q2 | $2.35M | Sell |
11,587
-1,059
| -8% | -$215K | 0.17% | 113 |
|
|
2024
Q1 | $2.66M | Buy |
12,646
+7,719
| +157% | +$1.62M | 0.16% | 133 |
|
|
2023
Q4 | $989K | Buy |
4,927
+1,449
| +42% | +$291K | 0.18% | 136 |
|
|
2023
Q3 | $615K | Buy |
3,478
+32
| +0.9% | +$5.66K | 0.12% | 197 |
|
|
2023
Q2 | $645K | Buy |
3,446
+297
| +9% | +$55.6K | 0.11% | 195 |
|
|
2023
Q1 | $562K | Buy |
+3,149
| New | +$562K | 0.11% | 202 |
|