Phillips Financial Management’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 | $32.4K | Hold |
150
| – | – | ﹤0.01% | 234 |
|
|
2025
Q1 | $29.9K | Sell |
150
-2
| -1% | -$399 | ﹤0.01% | 227 |
|
|
2024
Q4 | $33.6K | Sell |
152
-11
| -7% | -$2.43K | ﹤0.01% | 218 |
|
|
2024
Q3 | $36K | Buy |
163
+2
| +1% | +$442 | ﹤0.01% | 223 |
|
|
2024
Q2 | $32.7K | Buy |
161
+90
| +127% | +$18.3K | ﹤0.01% | 224 |
|
|
2024
Q1 | $14.9K | Hold |
71
| – | – | ﹤0.01% | 233 |
|
|
2023
Q4 | $14.3K | Hold |
71
| – | – | ﹤0.01% | 218 |
|
|
2023
Q3 | $12.5K | Hold |
71
| – | – | ﹤0.01% | 220 |
|
|
2023
Q2 | $13.3K | Sell |
71
-20
| -22% | -$3.75K | ﹤0.01% | 216 |
|
|
2023
Q1 | $16.2K | Buy |
91
+20
| +28% | +$3.57K | ﹤0.01% | 215 |
|
|
2022
Q4 | $12.4K | Hold |
71
| – | – | ﹤0.01% | 206 |
|
|
2022
Q3 | $12K | Buy |
+71
| New | +$12K | ﹤0.01% | 200 |
|