PrairieView Partners’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 | $311K | Buy |
1,445
+22
| +2% | +$4.74K | 0.03% | 108 |
|
|
2025
Q1 | $283K | Sell |
1,423
-152
| -10% | -$30.2K | 0.03% | 109 |
|
|
2024
Q4 | $347K | Hold |
1,575
| – | – | 0.04% | 99 |
|
|
2024
Q3 | $347K | Sell |
1,575
-15
| -0.9% | -$3.31K | 0.04% | 101 |
|
|
2024
Q2 | $322K | Buy |
1,590
+366
| +30% | +$74.1K | 0.04% | 111 |
|
|
2024
Q1 | $258K | Hold |
1,224
| – | – | 0.03% | 102 |
|
|
2023
Q4 | $246K | Hold |
1,224
| – | – | 0.03% | 100 |
|
|
2023
Q3 | $216K | Sell |
1,224
-53
| -4% | -$9.35K | 0.03% | 100 |
|
|
2023
Q2 | $239K | Hold |
1,277
| – | – | 0.03% | 102 |
|
|
2023
Q1 | $227K | Sell |
1,277
-3
| -0.2% | -$533 | 0.03% | 105 |
|
|
2022
Q4 | $223K | Hold |
1,280
| – | – | 0.03% | 103 |
|
|
2022
Q3 | $211K | Hold |
1,280
| – | – | 0.03% | 98 |
|
|
2022
Q2 | $217K | Sell |
1,280
-30
| -2% | -$5.09K | 0.03% | 101 |
|
|
2022
Q1 | $269K | Buy |
1,310
+1
| +0.1% | +$205 | 0.04% | 92 |
|
|
2021
Q4 | $291K | Buy |
1,309
+614
| +88% | +$136K | 0.04% | 84 |
|
|
2021
Q3 | $152K | Sell |
695
-20
| -3% | -$4.37K | 0.02% | 106 |
|
|
2021
Q2 | $164K | Hold |
715
| – | – | 0.02% | 102 |
|
|
2021
Q1 | $158K | Buy |
715
+210
| +42% | +$46.4K | 0.03% | 98 |
|
|
2020
Q4 | $99K | Sell |
505
-70
| -12% | -$13.7K | 0.02% | 118 |
|
|
2020
Q3 | $86K | Hold |
575
| – | – | 0.02% | 114 |
|
|
2020
Q2 | $82K | Sell |
575
-101
| -15% | -$14.4K | 0.02% | 114 |
|
|
2020
Q1 | $77K | Buy |
+676
| New | +$77K | 0.02% | 113 |
|