Plan Group 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
Q1 | – | Sell |
-6,338
| Closed | -$1.4M | – | 151 |
|
|
2024
Q4 | $1.4M | Sell |
6,338
-220
| -3% | -$48.6K | 0.74% | 28 |
|
|
2024
Q3 | $1.45M | Buy |
6,558
+2,558
| +64% | +$565K | 0.76% | 24 |
|
|
2024
Q2 | $812K | Buy |
+4,000
| New | +$812K | 0.5% | 45 |
|
|
2024
Q1 | – | Sell |
-4,512
| Closed | -$906K | – | 96 |
|
|
2023
Q4 | $906K | Buy |
+4,512
| New | +$906K | 0.79% | 25 |
|