RFP Financial 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 | $501K | Sell |
2,321
-27
| -1% | -$5.83K | 0.21% | 61 |
|
|
2025
Q1 | $468K | Hold |
2,348
| – | – | 0.19% | 71 |
|
|
2024
Q4 | $519K | Hold |
2,348
| – | – | 0.2% | 64 |
|
|
2024
Q3 | $519K | Hold |
2,348
| – | – | 0.17% | 66 |
|
|
2024
Q2 | $476K | Sell |
2,348
-844
| -26% | -$171K | 0.18% | 67 |
|
|
2024
Q1 | $671K | Sell |
3,192
-15
| -0.5% | -$3.16K | 0.26% | 52 |
|
|
2023
Q4 | $644K | Buy |
3,207
+100
| +3% | +$20.1K | 0.26% | 50 |
|
|
2023
Q3 | $549K | Hold |
3,107
| – | – | 0.24% | 53 |
|
|
2023
Q2 | $582K | Sell |
3,107
-423
| -12% | -$79.2K | 0.24% | 54 |
|
|
2023
Q1 | $630K | Hold |
3,530
| – | – | 0.73% | 22 |
|
|
2022
Q4 | $615K | Buy |
+3,530
| New | +$615K | 0.28% | 50 |
|