Quattro Financial 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 | $2.16M | Hold |
10,000
| – | – | 0.76% | 37 |
|
|
2025
Q1 | $1.99M | Buy |
10,000
+2,500
| +33% | +$499K | 0.68% | 38 |
|
|
2024
Q4 | $1.71M | Hold |
7,500
| – | – | 0.44% | 40 |
|
|
2024
Q3 | $1.66M | Buy |
7,500
+4,950
| +194% | +$1.1M | 0.47% | 40 |
|
|
2024
Q2 | $517K | Hold |
2,550
| – | – | 0.14% | 55 |
|
|
2024
Q1 | $536K | Buy |
+2,550
| New | +$536K | 0.15% | 58 |
|