Ruedi 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 | – | Sell |
-99
| Closed | -$19.8K | – | 193 |
|
|
2025
Q1 | $19.8K | Hold |
99
| – | – | 0.01% | 130 |
|
|
2024
Q4 | $21.9K | Hold |
99
| – | – | 0.01% | 123 |
|
|
2024
Q3 | $21.9K | Hold |
99
| – | – | 0.01% | 127 |
|
|
2024
Q2 | $20.1K | Hold |
99
| – | – | 0.01% | 125 |
|
|
2024
Q1 | $20.8K | Buy |
99
+83
| +519% | +$17.5K | 0.01% | 120 |
|
|
2023
Q4 | $3.21K | Hold |
16
| – | – | ﹤0.01% | 193 |
|
|
2023
Q3 | $2.83K | Hold |
16
| – | – | ﹤0.01% | 174 |
|
|
2023
Q2 | $3K | Hold |
16
| – | – | ﹤0.01% | 179 |
|
|
2023
Q1 | $2.85K | Hold |
16
| – | – | ﹤0.01% | 210 |
|
|
2022
Q4 | $2.79K | Buy |
+16
| New | +$2.79K | ﹤0.01% | 201 |
|