Private Wealth Management Group’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 | $118K | Hold |
546
| – | – | 0.04% | 109 |
|
|
2025
Q1 | $109K | Hold |
546
| – | – | 0.04% | 109 |
|
|
2024
Q4 | $121K | Hold |
546
| – | – | 0.05% | 103 |
|
|
2024
Q3 | $121K | Hold |
546
| – | – | 0.05% | 95 |
|
|
2024
Q2 | $111K | Buy |
546
+196
| +56% | +$39.8K | 0.05% | 100 |
|
|
2024
Q1 | $73.6K | Sell |
350
-25
| -7% | -$5.26K | 0.03% | 121 |
|
|
2023
Q4 | $75.3K | Buy |
+375
| New | +$75.3K | 0.04% | 120 |
|