PSI 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 | – | Sell |
-141
| Closed | -$28.1K | – | 389 |
|
|
2025
Q1 | $28.1K | Sell |
141
-34
| -19% | -$6.78K | 0.01% | 327 |
|
|
2024
Q4 | $38.7K | Buy |
175
+58
| +50% | +$12.8K | 0.01% | 315 |
|
|
2024
Q3 | $25.8K | Buy |
117
+63
| +117% | +$13.9K | 0.01% | 378 |
|
|
2024
Q2 | $11K | Hold |
54
| – | – | ﹤0.01% | 498 |
|
|
2024
Q1 | $11.4K | Hold |
54
| – | – | ﹤0.01% | 466 |
|
|
2023
Q4 | $10.8K | Hold |
54
| – | – | ﹤0.01% | 505 |
|
|
2023
Q3 | $9.54K | Sell |
54
-25
| -32% | -$4.42K | ﹤0.01% | 503 |
|
|
2023
Q2 | $14.8K | Buy |
79
+25
| +46% | +$4.68K | 0.01% | 433 |
|
|
2023
Q1 | $9.63K | Hold |
54
| – | – | ﹤0.01% | 438 |
|
|
2022
Q4 | $9.42K | Hold |
54
| – | – | 0.01% | 437 |
|
|
2022
Q3 | $9K | Hold |
54
| – | – | ﹤0.01% | 441 |
|
|
2022
Q2 | $9K | Hold |
54
| – | – | ﹤0.01% | 481 |
|
|
2022
Q1 | $11K | Sell |
54
-10
| -16% | -$2.04K | ﹤0.01% | 456 |
|
|
2021
Q4 | $14K | Buy |
64
+2
| +3% | +$438 | 0.01% | 453 |
|
|
2021
Q3 | $14K | Buy |
+62
| New | +$14K | 0.01% | 445 |
|
|
2020
Q1 | – | Sell |
-519
| Closed | -$85K | – | 341 |
|
|
2019
Q4 | $85K | Buy |
+519
| New | +$85K | 0.05% | 201 |
|