Pitti Group Wealth 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 | $1.08M | Sell |
4,985
-261
| -5% | -$56.3K | 0.93% | 26 |
|
|
2025
Q1 | $1.05M | Buy |
5,246
+18
| +0.3% | +$3.59K | 1.07% | 27 |
|
|
2024
Q4 | $1.16M | Sell |
5,228
-2,967
| -36% | -$656K | 1.17% | 27 |
|
|
2024
Q3 | $1.64M | Hold |
8,195
| – | – | 1.79% | 16 |
|
|
2024
Q2 | $1.64M | Buy |
8,195
+139
| +2% | +$27.9K | 1.79% | 16 |
|
|
2024
Q1 | $1.63M | Sell |
8,056
-139
| -2% | -$28.1K | 1.82% | 16 |
|
|
2023
Q4 | $1.64M | Buy |
8,195
+148
| +2% | +$29.7K | 1.79% | 16 |
|
|
2023
Q3 | $1.42M | Buy |
8,047
+598
| +8% | +$106K | 1.63% | 17 |
|
|
2023
Q2 | $1.39M | Sell |
7,449
-14
| -0.2% | -$2.62K | 1.56% | 20 |
|
|
2023
Q1 | $1.33M | Buy |
7,463
+47
| +0.6% | +$8.39K | 1.49% | 21 |
|
|
2022
Q4 | $1.29M | Buy |
7,416
+1,116
| +18% | +$195K | 1.54% | 16 |
|
|
2022
Q3 | $1.04M | Buy |
6,300
+231
| +4% | +$38.1K | 1.43% | 17 |
|
|
2022
Q2 | $1.03M | Buy |
+6,069
| New | +$1.03M | 1.4% | 19 |
|