Rockwood Wealth Management’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 | $351K | Hold |
1,627
| – | – | 0.03% | 74 |
|
|
2025
Q1 | $325K | Hold |
1,627
| – | – | 0.03% | 71 |
|
|
2024
Q4 | $359K | Sell |
1,627
-78
| -5% | -$17.2K | 0.04% | 61 |
|
|
2024
Q3 | $377K | Buy |
1,705
+22
| +1% | +$4.86K | 0.04% | 60 |
|
|
2024
Q2 | $341K | Buy |
1,683
+143
| +9% | +$29K | 0.04% | 61 |
|
|
2024
Q1 | $324K | Hold |
1,540
| – | – | 0.04% | 61 |
|
|
2023
Q4 | $309K | Sell |
1,540
-745
| -33% | -$150K | 0.05% | 58 |
|
|
2023
Q3 | $404K | Sell |
2,285
-460
| -17% | -$81.3K | 0.07% | 47 |
|
|
2023
Q2 | $514K | Buy |
2,745
+977
| +55% | +$183K | 0.09% | 45 |
|
|
2023
Q1 | $315K | Buy |
+1,768
| New | +$315K | 0.06% | 52 |
|
|
2022
Q3 | – | Sell |
-1,587
| Closed | -$269K | – | 73 |
|
|
2022
Q2 | $269K | Sell |
1,587
-795
| -33% | -$135K | 0.13% | 55 |
|
|
2022
Q1 | $489K | Buy |
2,382
+1,268
| +114% | +$260K | 0.23% | 38 |
|
|
2021
Q4 | $248K | Buy |
+1,114
| New | +$248K | 0.11% | 103 |
|