Prosperity Capital 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 | $299K | Buy |
+1,384
| New | +$299K | 0.03% | 225 |
|
|
2025
Q1 | – | Sell |
-8,481
| Closed | -$1.87M | – | 359 |
|
|
2024
Q4 | $1.87M | Buy |
8,481
+3,955
| +87% | +$874K | 0.15% | 105 |
|
|
2024
Q3 | $1,000K | Buy |
4,526
+875
| +24% | +$193K | 0.09% | 154 |
|
|
2024
Q2 | $741K | Buy |
3,651
+74
| +2% | +$15K | 0.08% | 156 |
|
|
2024
Q1 | $752K | Buy |
+3,577
| New | +$752K | 0.09% | 169 |
|