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

RKL Wealth Management’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	$2.89M	Buy	13,382 +1,420	+12%	+$306K	0.25%	56
2025 Q1	$2.39M	Sell	11,962 -1,067	-8%	-$213K	0.22%	62
2024 Q4	$2.88M	Buy	13,029 +173	+1%	+$38.2K	0.26%	53
2024 Q3	$2.84M	Sell	12,856 -349	-3%	-$77.1K	0.26%	53
2024 Q2	$2.68M	Buy	13,205 +34	+0.3%	+$6.9K	0.26%	51
2024 Q1	$2.77M	Sell	13,171 -93	-0.7%	-$19.6K	0.27%	50
2023 Q4	$2.66M	Sell	13,264 -348	-3%	-$69.8K	0.29%	47
2023 Q3	$2.41M	Sell	13,612 -155	-1%	-$27.4K	0.29%	48
2023 Q2	$2.58M	Sell	13,767 -188	-1%	-$35.2K	0.31%	48
2023 Q1	$2.49M	Sell	13,955 -146	-1%	-$26K	0.31%	48
2022 Q4	$2.46M	Sell	14,101 -775	-5%	-$135K	0.33%	49
2022 Q3	$2.45M	Sell	14,876 -81	-0.5%	-$13.4K	0.35%	42
2022 Q2	$2.53M	Buy	14,957 +2,317	+18%	+$392K	0.35%	44
2022 Q1	$2.6M	Buy	12,640 +3,906	+45%	+$802K	0.31%	46
2021 Q4	$1.94M	Sell	8,734 -89	-1%	-$19.8K	0.23%	57
2021 Q3	$1.93M	Buy	8,823 +6	+0.1%	+$1.31K	0.25%	55
2021 Q2	$2.02M	Sell	8,817 -4	-0%	-$917	0.25%	56
2021 Q1	$1.95M	Buy	8,821 +672	+8%	+$148K	0.26%	52
2020 Q4	$1.6M	Sell	8,149 -104	-1%	-$20.4K	0.22%	58
2020 Q3	$1.24M	Sell	8,253 -98	-1%	-$14.7K	0.2%	66
2020 Q2	$1.2M	Sell	8,351 -86	-1%	-$12.3K	0.21%	64
2020 Q1	$966K	Sell	8,437 -1,180	-12%	-$135K	0.2%	63
2019 Q4	$1.59M	Buy	9,617 +7	+0.1%	+$1.16K	0.29%	57
2019 Q3	$1.45M	Sell	9,610 -336	-3%	-$50.8K	0.28%	59
2019 Q2	$1.55M	Sell	9,946 -974	-9%	-$152K	0.29%	57
2019 Q1	$1.67M	Buy	10,920 +1,671	+18%	+$256K	0.33%	51
2018 Q4	$1.24M	Buy	9,249 +100	+1%	+$13.4K	0.29%	61
2018 Q3	$1.54M	Buy	9,149 +7	+0.1%	+$1.18K	0.33%	60
2018 Q2	$1.5M	Buy	9,142 +7	+0.1%	+$1.15K	0.34%	57
2018 Q1	$1.39M	Sell	9,135 -300	-3%	-$45.5K	0.33%	60
2017 Q4	$1.44M	Sell	9,435 -757	-7%	-$115K	0.36%	60
2017 Q3	$1.51M	Sell	10,192 -306	-3%	-$45.3K	0.42%	54
2017 Q2	$1.48M	Buy	10,498 +2,853	+37%	+$402K	0.47%	49
2017 Q1	$1.05M	Sell	7,645 -558	-7%	-$76.7K	0.42%	51
2016 Q4	$1.11M	Sell	8,203 -175	-2%	-$23.6K	0.53%	48
2016 Q3	$1.04M	Buy	8,378 +3,892	+87%	+$484K	0.52%	46
2016 Q2	$524K	Buy	4,486 +2,494	+125%	+$291K	0.27%	57
2016 Q1	$220K	Hold	1,992	–	–	0.13%	58
2015 Q4	$224	Sell	1,992 -60	-3%	-$7	0.1%	52
2015 Q3	$224K	Hold	2,052	–	–	0.14%	50
2015 Q2	$256K	Sell	2,052 -1,007	-33%	-$126K	0.15%	49
2015 Q1	$380K	Hold	3,059	–	–	0.23%	45
2014 Q4	$366K	Sell	3,059 -750	-20%	-$89.7K	0.24%	47
2014 Q3	$417K	Buy	3,809 +1,750	+85%	+$192K	0.29%	44
2014 Q2	$245K	Hold	2,059	–	–	0.18%	54
2014 Q1	$240K	Buy	+2,059	New	+$240K	0.18%	55