Prostatis 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
Q1 | – | Sell |
-1,158
| Closed | -$256K | – | 155 |
|
|
2024
Q4 | $256K | Buy |
+1,158
| New | +$256K | 0.07% | 137 |
|
|
2023
Q3 | – | Sell |
-82,240
| Closed | -$87.5K | – | 168 |
|
|
2023
Q2 | $87.5K | Buy |
+82,240
| New | +$87.5K | 0.04% | 142 |
|
|
2020
Q2 | – | Sell |
-6,121
| Closed | -$701K | – | 70 |
|
|
2020
Q1 | $701K | Buy |
6,121
+434
| +8% | +$49.7K | 1% | 21 |
|
|
2019
Q4 | $942K | Buy |
+5,687
| New | +$942K | 0.85% | 33 |
|