RDA Financial Network’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 | $600K | Sell |
2,782
-204
| -7% | -$44K | 0.16% | 132 |
|
|
2025
Q1 | $596K | Buy |
2,986
+38
| +1% | +$7.58K | 0.18% | 119 |
|
|
2024
Q4 | $651K | Sell |
2,948
-4
| -0.1% | -$884 | 0.19% | 116 |
|
|
2024
Q3 | $652K | Sell |
2,952
-303
| -9% | -$66.9K | 0.2% | 116 |
|
|
2024
Q2 | $660K | Sell |
3,255
-1
| -0% | -$203 | 0.22% | 112 |
|
|
2024
Q1 | $685K | Sell |
3,256
-15
| -0.5% | -$3.16K | 0.23% | 106 |
|
|
2023
Q4 | $657K | Sell |
3,271
-59
| -2% | -$11.8K | 0.25% | 99 |
|
|
2023
Q3 | $588K | Buy |
3,330
+86
| +3% | +$15.2K | 0.25% | 96 |
|
|
2023
Q2 | $607K | Buy |
3,244
+362
| +13% | +$67.8K | 0.26% | 91 |
|
|
2023
Q1 | $514K | Buy |
2,882
+546
| +23% | +$97.4K | 0.23% | 101 |
|
|
2022
Q4 | $407K | Buy |
2,336
+3
| +0.1% | +$523 | 0.2% | 116 |
|
|
2022
Q3 | $385K | Buy |
2,333
+113
| +5% | +$18.6K | 0.21% | 115 |
|
|
2022
Q2 | $376K | Sell |
2,220
-106
| -5% | -$18K | 0.19% | 124 |
|
|
2022
Q1 | $477K | Sell |
2,326
-232
| -9% | -$47.6K | 0.2% | 121 |
|
|
2021
Q4 | $569K | Sell |
2,558
-5
| -0.2% | -$1.11K | 0.23% | 105 |
|
|
2021
Q3 | $561K | Buy |
2,563
+84
| +3% | +$18.4K | 0.25% | 100 |
|
|
2021
Q2 | $569K | Buy |
2,479
+16
| +0.6% | +$3.67K | 0.25% | 94 |
|
|
2021
Q1 | $544K | Sell |
2,463
-192
| -7% | -$42.4K | 0.23% | 101 |
|
|
2020
Q4 | $521K | Buy |
2,655
+545
| +26% | +$107K | 0.23% | 99 |
|
|
2020
Q3 | $316K | Buy |
2,110
+150
| +8% | +$22.5K | 0.14% | 153 |
|
|
2020
Q2 | $281K | Buy |
1,960
+142
| +8% | +$20.4K | 0.14% | 157 |
|
|
2020
Q1 | $208K | Sell |
1,818
-475
| -21% | -$54.3K | 0.13% | 165 |
|
|
2019
Q4 | $376K | Buy |
2,293
+435
| +23% | +$71.3K | 0.15% | 151 |
|
|
2019
Q3 | $296K | Buy |
1,858
+545
| +42% | +$86.8K | 0.13% | 171 |
|
|
2019
Q2 | $204K | Buy |
+1,313
| New | +$204K | 0.09% | 211 |
|