Prosperity Planning’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 | $340K | Hold |
1,575
| – | – | 0.1% | 87 |
|
|
2025
Q1 | $314K | Sell |
1,575
-23
| -1% | -$4.59K | 0.1% | 85 |
|
|
2024
Q4 | $353K | Sell |
1,598
-46
| -3% | -$10.2K | 0.11% | 80 |
|
|
2024
Q3 | $363K | Sell |
1,644
-22
| -1% | -$4.86K | 0.12% | 80 |
|
|
2024
Q2 | $338K | Sell |
1,666
-136
| -8% | -$27.6K | 0.12% | 80 |
|
|
2024
Q1 | $379K | Buy |
1,802
+23
| +1% | +$4.84K | 0.13% | 72 |
|
|
2023
Q4 | $357K | Hold |
1,779
| – | – | 0.13% | 76 |
|
|
2023
Q3 | $314K | Sell |
1,779
-22
| -1% | -$3.89K | 0.13% | 73 |
|
|
2023
Q2 | $337K | Hold |
1,801
| – | – | 0.14% | 73 |
|
|
2023
Q1 | $321K | Hold |
1,801
| – | – | 0.14% | 74 |
|
|
2022
Q4 | $314K | Hold |
1,801
| – | – | 0.16% | 68 |
|
|
2022
Q3 | $297K | Buy |
1,801
+2
| +0.1% | +$330 | 0.16% | 72 |
|
|
2022
Q2 | $305K | Hold |
1,799
| – | – | 0.16% | 64 |
|
|
2022
Q1 | $369K | Hold |
1,799
| – | – | 0.18% | 60 |
|
|
2021
Q4 | $400K | Hold |
1,799
| – | – | 0.2% | 58 |
|
|
2021
Q3 | $393K | Sell |
1,799
-16
| -0.9% | -$3.5K | 0.21% | 58 |
|
|
2021
Q2 | $416K | Sell |
1,815
-256
| -12% | -$58.7K | 0.26% | 56 |
|
|
2021
Q1 | $458K | Sell |
2,071
-165
| -7% | -$36.5K | 0.33% | 49 |
|
|
2020
Q4 | $438K | Buy |
+2,236
| New | +$438K | 0.37% | 45 |
|