Redwood Wealth Management 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
Q2 | $3.05M | Buy |
14,139
+393
| +3% | +$84.8K | 1.37% | 18 |
|
|
2025
Q1 | $2.74M | Sell |
13,746
-312
| -2% | -$62.2K | 1.39% | 17 |
|
|
2024
Q4 | $3.11M | Buy |
14,058
+179
| +1% | +$39.6K | 1.51% | 16 |
|
|
2024
Q3 | $3.07M | Buy |
13,879
+6,932
| +100% | +$1.53M | 1.52% | 11 |
|
|
2024
Q2 | $1.41M | Buy |
6,947
+483
| +7% | +$98K | 1.06% | 23 |
|
|
2024
Q1 | $1.36M | Buy |
6,464
+4,862
| +303% | +$1.02M | 1.44% | 22 |
|
|
2023
Q4 | $322K | Sell |
1,602
-111
| -6% | -$22.3K | 0.36% | 84 |
|
|
2023
Q3 | $303K | Sell |
1,713
-36
| -2% | -$6.36K | 0.35% | 89 |
|
|
2023
Q2 | $328K | Sell |
1,749
-34
| -2% | -$6.37K | 0.36% | 83 |
|
|
2023
Q1 | $318K | Sell |
1,783
-16
| -0.9% | -$2.85K | 0.36% | 82 |
|
|
2022
Q4 | $314K | Buy |
+1,799
| New | +$314K | 0.39% | 75 |
|