Retirement Investment 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 | $500K | Sell |
2,318
-60
| -3% | -$12.9K | 0.05% | 39 |
|
|
2025
Q1 | $474K | Sell |
2,378
-6
| -0.3% | -$1.2K | 0.05% | 39 |
|
|
2024
Q4 | $527K | Hold |
2,384
| – | – | 0.06% | 39 |
|
|
2024
Q3 | $527K | Hold |
2,384
| – | – | 0.06% | 37 |
|
|
2024
Q2 | $484K | Buy |
+2,384
| New | +$484K | 0.06% | 35 |
|
|
2023
Q4 | $464K | Buy |
+2,311
| New | +$464K | 0.07% | 38 |
|