Retirement Planning Company of New England’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 | $275K | Buy |
1,273
+3
| +0.2% | +$648 | 0.12% | 185 |
|
|
2025
Q1 | $253K | Sell |
1,270
-225
| -15% | -$44.9K | 0.13% | 193 |
|
|
2024
Q4 | $330K | Sell |
1,495
-10
| -0.7% | -$2.21K | 0.16% | 165 |
|
|
2024
Q3 | $333K | Sell |
1,505
-10
| -0.7% | -$2.21K | 0.17% | 157 |
|
|
2024
Q2 | $307K | Sell |
1,515
-130
| -8% | -$26.4K | 0.17% | 154 |
|
|
2024
Q1 | $346K | Buy |
1,645
+20
| +1% | +$4.21K | 0.19% | 146 |
|
|
2023
Q4 | $326K | Buy |
+1,625
| New | +$326K | 0.15% | 161 |
|
|
2022
Q1 | – | Sell |
-861
| Closed | -$191K | – | 554 |
|
|
2021
Q4 | $191K | Buy |
+861
| New | +$191K | 0.09% | 222 |
|