Riverpoint Wealth Management Holdings’s iShares Russell 2000 ETF IWM Stock Holding History

Riverpoint Wealth Management Holdings’s Portfolio IWM Stock Details IWM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$2.09M	Buy	9,676 +2,192	+29%	+$473K	0.49%	21
2025 Q1	$1.49M	Buy	7,484 +11	+0.1%	+$2.19K	0.39%	24
2024 Q4	$1.65M	Buy	7,473 +27	+0.4%	+$5.97K	0.43%	23
2024 Q3	$1.64M	Buy	7,446 +24	+0.3%	+$5.3K	0.42%	23
2024 Q2	$1.51M	Buy	7,422 +19	+0.3%	+$3.86K	0.42%	23
2024 Q1	$1.56M	Buy	7,403 +18	+0.2%	+$3.79K	0.43%	22
2023 Q4	$1.48M	Buy	7,385 +57	+0.8%	+$11.4K	0.44%	22
2023 Q3	$1.3M	Hold	7,328	–	–	0.43%	21
2023 Q2	$1.37M	Buy	7,328 +4	+0.1%	+$749	0.44%	21
2023 Q1	$1.31M	Buy	7,324 +3	+0%	+$535	0.45%	20
2022 Q4	$1.28M	Buy	7,321 +5	+0.1%	+$872	0.47%	20
2022 Q3	$1.21M	Buy	7,316 +445	+6%	+$73.4K	0.51%	20
2022 Q2	$1.16M	Buy	6,871 +3	+0%	+$508	0.47%	20
2022 Q1	$1.41M	Buy	6,868 +1,002	+17%	+$206K	0.49%	19
2021 Q4	$1.31M	Buy	5,866 +3	+0.1%	+$667	0.44%	20
2021 Q3	$1.28M	Buy	5,863 +3	+0.1%	+$656	0.45%	20
2021 Q2	$1.34M	Buy	5,860 +2	+0%	+$459	0.37%	34
2021 Q1	$1.29M	Sell	5,858 -482	-8%	-$106K	0.39%	34
2020 Q4	$1.24M	Buy	6,340 +5	+0.1%	+$980	0.39%	36
2020 Q3	$949K	Buy	6,335 +5	+0.1%	+$749	0.34%	37
2020 Q2	$906K	Buy	6,330 +5	+0.1%	+$716	0.35%	35
2020 Q1	$724K	Buy	6,325 +5	+0.1%	+$572	0.35%	33
2019 Q4	$1.05M	Buy	6,320 +5	+0.1%	+$828	0.42%	32
2019 Q3	$956K	Buy	6,315 +5	+0.1%	+$757	0.42%	29
2019 Q2	$981K	Buy	6,310 +5	+0.1%	+$777	0.45%	28
2019 Q1	$965K	Buy	6,305 +474	+8%	+$72.5K	0.47%	28
2018 Q4	$781K	Buy	5,831 +1,869	+47%	+$250K	0.43%	29
2018 Q3	$667K	Buy	3,962 +4	+0.1%	+$673	0.34%	28
2018 Q2	$648K	Hold	3,958	–	–	0.36%	27
2018 Q1	$601K	Buy	3,958 +1,348	+52%	+$205K	0.36%	23
2017 Q4	$398K	Buy	2,610 +3	+0.1%	+$457	0.25%	27
2017 Q3	$390K	Buy	2,607 +6	+0.2%	+$898	0.26%	27
2017 Q2	$364K	Hold	2,601	–	–	0.26%	26
2017 Q1	$349K	Buy	2,601 +3	+0.1%	+$403	0.26%	25
2016 Q4	$349K	Buy	+2,598	New	+$349K	0.28%	25