Phoenix 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 | – | Sell |
-30,539
| Closed | -$6.09M | – | 433 |
|
|
2025
Q1 | $6.09M | Buy |
+30,539
| New | +$6.09M | 0.09% | 117 |
|
|
2022
Q2 | – | Sell |
-6,581
| Closed | -$1.35M | – | 386 |
|
|
2022
Q1 | $1.35M | Sell |
6,581
-1,353
| -17% | -$278K | 0.02% | 230 |
|
|
2021
Q4 | $1.77M | Sell |
7,934
-14,800
| -65% | -$3.29M | 0.03% | 206 |
|
|
2021
Q3 | $4.98M | Sell |
22,734
-2,543
| -10% | -$557K | 0.09% | 127 |
|
|
2021
Q2 | $5.8M | Sell |
25,277
-40,046
| -61% | -$9.18M | 0.11% | 138 |
|
|
2021
Q1 | $14.4M | Sell |
65,323
-1,534
| -2% | -$339K | 0.33% | 83 |
|
|
2020
Q4 | $13.1M | Buy |
66,857
+3,520
| +6% | +$689K | 0.35% | 91 |
|
|
2020
Q3 | $8.94M | Sell |
63,337
-195
| -0.3% | -$27.5K | 0.37% | 81 |
|
|
2020
Q2 | $8.65M | Buy |
+63,532
| New | +$8.65M | 0.37% | 82 |
|
|
2020
Q1 | – | Sell |
-2,380
| Closed | -$391K | – | 315 |
|
|
2019
Q4 | $391K | Buy |
+2,380
| New | +$391K | 0.02% | 173 |
|