Roundview Capital’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 | $375K | Sell |
1,736
-30
| -2% | -$6.47K | 0.03% | 278 |
|
|
2025
Q1 | $352K | Buy |
1,766
+160
| +10% | +$31.9K | 0.03% | 275 |
|
|
2024
Q4 | $355K | Sell |
1,606
-16
| -1% | -$3.54K | 0.02% | 289 |
|
|
2024
Q3 | $358K | Sell |
1,622
-223
| -12% | -$49.3K | 0.03% | 296 |
|
|
2024
Q2 | $374K | Sell |
1,845
-15
| -0.8% | -$3.04K | 0.03% | 277 |
|
|
2024
Q1 | $391K | Sell |
1,860
-20
| -1% | -$4.21K | 0.03% | 274 |
|
|
2023
Q4 | $377K | Sell |
1,880
-17
| -0.9% | -$3.41K | 0.03% | 266 |
|
|
2023
Q3 | $335K | Buy |
1,897
+209
| +12% | +$36.9K | 0.03% | 265 |
|
|
2023
Q2 | $316K | Buy |
1,688
+150
| +10% | +$28.1K | 0.03% | 268 |
|
|
2023
Q1 | $274K | Sell |
1,538
-30
| -2% | -$5.35K | 0.03% | 285 |
|
|
2022
Q4 | $273K | Buy |
1,568
+30
| +2% | +$5.23K | 0.03% | 261 |
|
|
2022
Q3 | $254K | Hold |
1,538
| – | – | 0.03% | 257 |
|
|
2022
Q2 | $260K | Hold |
1,538
| – | – | 0.03% | 254 |
|
|
2022
Q1 | $316K | Hold |
1,538
| – | – | 0.03% | 255 |
|
|
2021
Q4 | $342K | Hold |
1,538
| – | – | 0.03% | 258 |
|
|
2021
Q3 | $336K | Buy |
+1,538
| New | +$336K | 0.04% | 254 |
|