Plum Street 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 | $1.53M | Buy |
7,103
+275
| +4% | +$59.3K | 0.68% | 35 |
|
|
2025
Q1 | $1.36M | Buy |
6,828
+99
| +1% | +$19.8K | 0.66% | 40 |
|
|
2024
Q4 | $1.49M | Sell |
6,729
-63
| -0.9% | -$13.9K | 0.73% | 34 |
|
|
2024
Q3 | $1.5M | Buy |
6,792
+70
| +1% | +$15.5K | 0.76% | 33 |
|
|
2024
Q2 | $1.36M | Sell |
6,722
-70
| -1% | -$14.2K | 0.8% | 33 |
|
|
2024
Q1 | $1.5M | Buy |
6,792
+395
| +6% | +$87.3K | 0.76% | 33 |
|
|
2023
Q4 | $1.28M | Buy |
+6,397
| New | +$1.28M | 0.86% | 31 |
|