REDW Wealth’s iShares Russell 2000 ETF IWM Stock Holding History

REDW Wealth’s Portfolio IWM Stock Details IWM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$2.73M	Buy	12,672 +116	+0.9%	+$25K	1.09%	20
2025 Q1	$2.5M	Buy	12,556 +1,793	+17%	+$358K	0.93%	24
2024 Q4	$2.38M	Buy	10,763 +9,347	+660%	+$2.07M	0.83%	26
2024 Q3	$313K	Hold	1,416	–	–	0.08%	124
2024 Q2	$287K	Hold	1,416	–	–	0.08%	127
2024 Q1	$298K	Hold	1,416	–	–	0.08%	119
2023 Q4	$284K	Sell	1,416 -299	-17%	-$60K	0.08%	116
2023 Q3	$303K	Sell	1,715 -500	-23%	-$88.4K	0.09%	105
2023 Q2	$415K	Hold	2,215	–	–	0.12%	93
2023 Q1	$395K	Hold	2,215	–	–	0.13%	91
2022 Q4	$386K	Sell	2,215 -561	-20%	-$97.8K	0.13%	89
2022 Q3	$458K	Buy	2,776 +261	+10%	+$43.1K	0.18%	73
2022 Q2	$426K	Sell	2,515 -100	-4%	-$16.9K	0.16%	72
2022 Q1	$537K	Buy	2,615 +400	+18%	+$82.1K	0.16%	61
2021 Q4	$493K	Sell	2,215 -118	-5%	-$26.3K	0.14%	64
2021 Q3	$510K	Hold	2,333	–	–	0.16%	60
2021 Q2	$535K	Sell	2,333 -50	-2%	-$11.5K	0.17%	60
2021 Q1	$527K	Hold	2,383	–	–	0.18%	59
2020 Q4	$467K	Hold	2,383	–	–	0.17%	56
2020 Q3	$357K	Hold	2,383	–	–	0.15%	60
2020 Q2	$341K	Sell	2,383 -260	-10%	-$37.2K	0.17%	55
2020 Q1	$303K	Sell	2,643 -114	-4%	-$13.1K	0.19%	50
2019 Q4	$457K	Hold	2,757	–	–	0.25%	46
2019 Q3	$417K	Sell	2,757 -526	-16%	-$79.6K	0.25%	47
2019 Q2	$510K	Buy	3,283 +2	+0.1%	+$311	0.31%	36
2019 Q1	$502K	Buy	3,281 +2	+0.1%	+$306	0.31%	33
2018 Q4	$439K	Sell	3,279 -110	-3%	-$14.7K	0.3%	33
2018 Q3	$571K	Sell	3,389 -1	-0%	-$168	0.38%	29
2018 Q2	$555K	Buy	3,390 +509	+18%	+$83.3K	0.4%	28
2018 Q1	$437K	Sell	2,881 -178	-6%	-$27K	0.33%	39
2017 Q4	$466K	Sell	3,059 -32	-1%	-$4.88K	0.36%	38
2017 Q3	$458K	Sell	3,091 -166	-5%	-$24.6K	0.38%	31
2017 Q2	$459K	Hold	3,257	–	–	0.45%	26
2017 Q1	$448K	Sell	3,257 -102	-3%	-$14K	0.46%	31
2016 Q4	$453K	Buy	+3,359	New	+$453K	0.51%	28