Sage Financial Group’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 | $364K | Sell |
1,688
-431
| -20% | -$93K | 0.03% | 80 |
|
|
2025
Q1 | $423K | Buy |
2,119
+385
| +22% | +$76.8K | 0.03% | 80 |
|
|
2024
Q4 | $383K | Sell |
1,734
-569
| -25% | -$126K | 0.03% | 80 |
|
|
2024
Q3 | $509K | Hold |
2,303
| – | – | 0.04% | 70 |
|
|
2024
Q2 | $467K | Hold |
2,303
| – | – | 0.04% | 70 |
|
|
2024
Q1 | $484K | Sell |
2,303
-35
| -1% | -$7.36K | 0.04% | 65 |
|
|
2023
Q4 | $469K | Sell |
2,338
-19
| -0.8% | -$3.81K | 0.05% | 66 |
|
|
2023
Q3 | $417K | Sell |
2,357
-12
| -0.5% | -$2.12K | 0.05% | 67 |
|
|
2023
Q2 | $444K | Buy |
2,369
+549
| +30% | +$103K | 0.05% | 66 |
|
|
2023
Q1 | $325K | Hold |
1,820
| – | – | 0.04% | 80 |
|
|
2022
Q4 | $317K | Sell |
1,820
-29
| -2% | -$5.06K | 0.04% | 78 |
|
|
2022
Q3 | $305K | Buy |
1,849
+20
| +1% | +$3.3K | 0.04% | 73 |
|
|
2022
Q2 | $310K | Buy |
+1,829
| New | +$310K | 0.04% | 71 |
|
|
2014
Q1 | – | Sell |
-2,713
| Closed | -$313K | – | 46 |
|
|
2013
Q4 | $313K | Buy |
+2,713
| New | +$313K | 0.15% | 28 |
|