Retirement Planning Group (Kansas)’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 | $1.13M | Sell |
5,233
-336
| -6% | -$72.5K | 0.05% | 133 |
|
|
2025
Q1 | $1.11M | Sell |
5,569
-1,120
| -17% | -$223K | 0.05% | 121 |
|
|
2024
Q4 | $1.48M | Sell |
6,689
-437
| -6% | -$96.6K | 0.07% | 100 |
|
|
2024
Q3 | $1.57M | Buy |
7,126
+4,238
| +147% | +$936K | 0.09% | 97 |
|
|
2024
Q2 | $586K | Sell |
2,888
-33
| -1% | -$6.7K | 0.04% | 150 |
|
|
2024
Q1 | $614K | Sell |
2,921
-86
| -3% | -$18.1K | 0.05% | 130 |
|
|
2023
Q4 | $604K | Sell |
3,007
-59
| -2% | -$11.8K | 0.05% | 107 |
|
|
2023
Q3 | $542K | Sell |
3,066
-277
| -8% | -$49K | 0.06% | 91 |
|
|
2023
Q2 | $626K | Buy |
3,343
+1
| +0% | +$187 | 0.06% | 91 |
|
|
2023
Q1 | $596K | Buy |
3,342
+2
| +0.1% | +$357 | 0.06% | 80 |
|
|
2022
Q4 | $582K | Sell |
3,340
-191
| -5% | -$33.3K | 0.07% | 81 |
|
|
2022
Q3 | $582K | Sell |
3,531
-385
| -10% | -$63.5K | 0.07% | 75 |
|
|
2022
Q2 | $663K | Sell |
3,916
-45
| -1% | -$7.62K | 0.08% | 63 |
|
|
2022
Q1 | $813K | Buy |
3,961
+1
| +0% | +$205 | 0.09% | 56 |
|
|
2021
Q4 | $881K | Sell |
3,960
-283
| -7% | -$63K | 0.09% | 48 |
|
|
2021
Q3 | $928K | Buy |
4,243
+41
| +1% | +$8.97K | 0.11% | 38 |
|
|
2021
Q2 | $964K | Buy |
4,202
+193
| +5% | +$44.3K | 0.11% | 42 |
|
|
2021
Q1 | $886K | Buy |
4,009
+78
| +2% | +$17.2K | 0.12% | 32 |
|
|
2020
Q4 | $771K | Sell |
3,931
-205
| -5% | -$40.2K | 0.11% | 37 |
|
|
2020
Q3 | $620K | Sell |
4,136
-591
| -13% | -$88.6K | 0.1% | 38 |
|
|
2020
Q2 | $677K | Sell |
4,727
-438
| -8% | -$62.7K | 0.12% | 36 |
|
|
2020
Q1 | $591K | Sell |
5,165
-50
| -1% | -$5.72K | 0.14% | 32 |
|
|
2019
Q4 | $864K | Sell |
5,215
-21
| -0.4% | -$3.48K | 0.17% | 33 |
|
|
2019
Q3 | $792K | Sell |
5,236
-1,033
| -16% | -$156K | 0.17% | 33 |
|
|
2019
Q2 | $975K | Sell |
6,269
-151
| -2% | -$23.5K | 0.22% | 30 |
|
|
2019
Q1 | $983K | Sell |
6,420
-181
| -3% | -$27.7K | 0.24% | 28 |
|
|
2018
Q4 | $884K | Sell |
6,601
-385
| -6% | -$51.6K | 0.24% | 32 |
|
|
2018
Q3 | $1.18M | Sell |
6,986
-23
| -0.3% | -$3.88K | 0.3% | 23 |
|
|
2018
Q2 | $1.15M | Sell |
7,009
-150
| -2% | -$24.6K | 0.31% | 23 |
|
|
2018
Q1 | $1.09M | Sell |
7,159
-10
| -0.1% | -$1.52K | 0.3% | 21 |
|
|
2017
Q4 | $1.09M | Sell |
7,169
-113
| -2% | -$17.2K | 0.3% | 21 |
|
|
2017
Q3 | $1.08M | Sell |
7,282
-206
| -3% | -$30.5K | 0.31% | 23 |
|
|
2017
Q2 | $1.06M | Sell |
7,488
-510
| -6% | -$71.9K | 0.32% | 23 |
|
|
2017
Q1 | $1.1M | Sell |
7,998
-598
| -7% | -$82.2K | 0.33% | 25 |
|
|
2016
Q4 | $1.16M | Sell |
8,596
-240
| -3% | -$32.4K | 0.37% | 23 |
|
|
2016
Q3 | $1.1M | Sell |
8,836
-2,691
| -23% | -$334K | 0.36% | 26 |
|
|
2016
Q2 | $1.33M | Buy |
11,527
+74
| +0.6% | +$8.51K | 0.45% | 26 |
|
|
2016
Q1 | $1.27M | Sell |
11,453
-20
| -0.2% | -$2.21K | 0.45% | 26 |
|
|
2015
Q4 | $1.29M | Buy |
11,473
+365
| +3% | +$41.1K | 0.48% | 26 |
|
|
2015
Q3 | $1.21M | Buy |
11,108
+396
| +4% | +$43.2K | 0.53% | 26 |
|
|
2015
Q2 | $1.34M | Buy |
10,712
+1
| +0% | +$125 | 0.55% | 29 |
|
|
2015
Q1 | $1.33M | Sell |
10,711
-905
| -8% | -$113K | 0.53% | 32 |
|
|
2014
Q4 | $1.39M | Sell |
11,616
-406
| -3% | -$48.6K | 0.43% | 34 |
|
|
2014
Q3 | $1.32M | Sell |
12,022
-122
| -1% | -$13.3K | 0.41% | 32 |
|
|
2014
Q2 | $1.44M | Sell |
12,144
-1,024
| -8% | -$122K | 0.44% | 33 |
|
|
2014
Q1 | $1.53M | Sell |
13,168
-368
| -3% | -$42.8K | 0.49% | 34 |
|
|
2013
Q4 | $1.56M | Sell |
13,536
-2,446
| -15% | -$282K | 0.56% | 30 |
|
|
2013
Q3 | $1.7M | Buy |
15,982
+663
| +4% | +$70.7K | 0.62% | 30 |
|
|
2013
Q2 | $1.49M | Buy |
+15,319
| New | +$1.49M | 0.61% | 33 |
|