Ridgewood Investments’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 | $17.9K | Hold |
83
| – | – | 0.01% | 448 |
|
|
2025
Q1 | $16.6K | Sell |
83
-174
| -68% | -$34.7K | 0.01% | 446 |
|
|
2024
Q4 | $56.8K | Hold |
257
| – | – | 0.03% | 291 |
|
|
2024
Q3 | $56.8K | Hold |
257
| – | – | 0.03% | 296 |
|
|
2024
Q2 | $52.1K | Buy |
+257
| New | +$52.1K | 0.03% | 312 |
|
|
2023
Q3 | – | Sell |
-357
| Closed | -$66.9K | – | 464 |
|
|
2023
Q2 | $66.9K | Buy |
357
+100
| +39% | +$18.7K | 0.04% | 289 |
|
|
2023
Q1 | $45.8K | Buy |
+257
| New | +$45.8K | 0.03% | 358 |
|