PPS&V Asset Management Consultants’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 | $270K | Hold |
1,250
| – | – | 0.17% | 37 |
|
|
2025
Q1 | $249K | Sell |
1,250
-100
| -7% | -$19.9K | 0.18% | 35 |
|
|
2024
Q4 | $298K | Hold |
1,350
| – | – | 0.2% | 33 |
|
|
2024
Q3 | $298K | Hold |
1,350
| – | – | 0.2% | 32 |
|
|
2024
Q2 | $274K | Hold |
1,350
| – | – | 0.2% | 34 |
|
|
2024
Q1 | $284K | Hold |
1,350
| – | – | 0.21% | 33 |
|
|
2023
Q4 | $271K | Hold |
1,350
| – | – | 0.21% | 34 |
|
|
2023
Q3 | $239K | Hold |
1,350
| – | – | 0.21% | 35 |
|
|
2023
Q2 | $253K | Hold |
1,350
| – | – | 0.2% | 34 |
|
|
2023
Q1 | $241K | Hold |
1,350
| – | – | 0.21% | 35 |
|
|
2022
Q4 | $235K | Buy |
+1,350
| New | +$235K | 0.22% | 34 |
|