Pineridge Advisors’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 | $41.1K | Buy |
190
+92
| +94% | +$19.9K | 0.01% | 117 |
|
|
2025
Q1 | $19.6K | Sell |
98
-306
| -76% | -$61.1K | 0.01% | 176 |
|
|
2024
Q4 | $89.2K | Sell |
404
-47
| -10% | -$10.4K | 0.03% | 99 |
|
|
2024
Q3 | $99.6K | Sell |
451
-15
| -3% | -$3.31K | 0.04% | 97 |
|
|
2024
Q2 | $94.5K | Buy |
466
+296
| +174% | +$60K | 0.03% | 102 |
|
|
2024
Q1 | $35.7K | Sell |
170
-22
| -11% | -$4.62K | 0.01% | 163 |
|
|
2023
Q4 | $38.5K | Buy |
+192
| New | +$38.5K | 0.01% | 189 |
|