Richardson Financial Services’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 | $518K | Buy |
2,375
+2,164
| +1,026% | +$472K | 0.35% | 82 |
|
|
2025
Q1 | $42.1K | Hold |
211
| – | – | 0.03% | 252 |
|
|
2024
Q4 | $46.6K | Hold |
211
| – | – | 0.03% | 264 |
|
|
2024
Q3 | $42.8K | Hold |
211
| – | – | 0.03% | 272 |
|
|
2024
Q2 | $42.8K | Sell |
211
-1,366
| -87% | -$277K | 0.03% | 258 |
|
|
2024
Q1 | $332K | Buy |
1,577
+1,087
| +222% | +$229K | 0.23% | 105 |
|
|
2023
Q4 | $98.3K | Buy |
+490
| New | +$98.3K | 0.09% | 180 |
|