Prosperity Financial 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 | $238K | Sell |
1,104
-40
| -3% | -$8.63K | 0.1% | 141 |
|
|
2025
Q1 | $228K | Buy |
1,144
+1
| +0.1% | +$199 | 0.11% | 137 |
|
|
2024
Q4 | $253K | Buy |
1,143
+1
| +0.1% | +$221 | 0.13% | 135 |
|
|
2024
Q3 | $252K | Hold |
1,142
| – | – | 0.14% | 127 |
|
|
2024
Q2 | $232K | Sell |
1,142
-54
| -5% | -$11K | 0.15% | 121 |
|
|
2024
Q1 | $252K | Buy |
1,196
+30
| +3% | +$6.31K | 0.16% | 119 |
|
|
2023
Q4 | $234K | Buy |
1,166
+1
| +0.1% | +$201 | 0.16% | 112 |
|
|
2023
Q3 | $206K | Buy |
1,165
+25
| +2% | +$4.42K | 0.17% | 104 |
|
|
2023
Q2 | $213K | Buy |
+1,140
| New | +$213K | 0.19% | 115 |
|