Resources Management Corp’s iShares Russell 2000 ETF IWM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $111K | Sell |
514
-32
| -6% | -$6.91K | 0.02% | 228 |
|
|
2025
Q1 | $109K | Sell |
546
-70
| -11% | -$14K | 0.02% | 242 |
|
|
2024
Q4 | $136K | Sell |
616
-10
| -2% | -$2.21K | 0.02% | 243 |
|
|
2024
Q3 | $138K | Hold |
626
| – | – | 0.02% | 244 |
|
|
2024
Q2 | $127K | Hold |
626
| – | – | 0.02% | 241 |
|
|
2024
Q1 | $132K | Hold |
626
| – | – | 0.02% | 243 |
|
|
2023
Q4 | $126K | Sell |
626
-30
| -5% | -$6.04K | 0.02% | 245 |
|
|
2023
Q3 | $116K | Hold |
656
| – | – | 0.02% | 247 |
|
|
2023
Q2 | $123K | Buy |
656
+356
| +119% | +$66.8K | 0.02% | 244 |
|
|
2023
Q1 | $61K | Sell |
300
-310
| -51% | -$63K | 0.01% | 277 |
|
|
2022
Q4 | $106K | Sell |
610
-26
| -4% | -$4.52K | 0.02% | 259 |
|
|
2022
Q3 | $105K | Sell |
636
-100
| -14% | -$16.5K | 0.02% | 264 |
|
|
2022
Q2 | $125K | Hold |
736
| – | – | 0.02% | 260 |
|
|
2022
Q1 | $151K | Hold |
736
| – | – | 0.02% | 254 |
|
|
2021
Q4 | $164K | Hold |
736
| – | – | 0.02% | 257 |
|
|
2021
Q3 | $161K | Sell |
736
-120
| -14% | -$26.3K | 0.02% | 252 |
|
|
2021
Q2 | $196K | Hold |
856
| – | – | 0.03% | 252 |
|
|
2021
Q1 | $189K | Hold |
856
| – | – | 0.03% | 241 |
|
|
2020
Q4 | $168K | Hold |
856
| – | – | 0.03% | 242 |
|
|
2020
Q3 | $128K | Sell |
856
-100
| -10% | -$15K | 0.02% | 238 |
|
|
2020
Q2 | $137K | Hold |
956
| – | – | 0.03% | 229 |
|
|
2020
Q1 | $109K | Buy |
956
+26
| +3% | +$2.96K | 0.02% | 235 |
|
|
2019
Q4 | $154K | Hold |
930
| – | – | 0.03% | 232 |
|
|
2019
Q3 | $141K | Buy |
+930
| New | +$141K | 0.03% | 232 |
|
|
2018
Q4 | $140K | Hold |
1,047
| – | – | 0.03% | 221 |
|
|
2018
Q3 | $176K | Buy |
+1,047
| New | +$176K | 0.03% | 215 |
|