Ritholtz Wealth Management’s iShares Russell 2000 ETF IWM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $550K | Sell |
2,549
-201
| -7% | -$43.4K | 0.01% | 612 |
|
|
2025
Q1 | $549K | Buy |
2,750
+474
| +21% | +$94.6K | 0.02% | 567 |
|
|
2024
Q4 | $503K | Buy |
2,276
+162
| +8% | +$35.8K | 0.01% | 562 |
|
|
2024
Q3 | $467K | Sell |
2,114
-246
| -10% | -$54.3K | 0.01% | 579 |
|
|
2024
Q2 | $479K | Buy |
2,360
+857
| +57% | +$174K | 0.02% | 542 |
|
|
2024
Q1 | $316K | Buy |
+1,503
| New | +$316K | 0.01% | 621 |
|
|
2021
Q2 | – | Sell |
-929
| Closed | -$205K | – | 510 |
|
|
2021
Q1 | $205K | Buy |
+929
| New | +$205K | 0.02% | 402 |
|
|
2016
Q4 | $406K | Buy |
+3,014
| New | +$406K | 0.21% | 48 |
|