Sandbox Financial Partners’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
Q1 | – | Sell |
-21,433
| Closed | -$4.74M | – | 114 |
|
|
2024
Q4 | $4.74M | Buy |
21,433
+1,462
| +7% | +$323K | 1.58% | 17 |
|
|
2024
Q3 | $4.41M | Buy |
19,971
+1,387
| +7% | +$306K | 1.56% | 17 |
|
|
2024
Q2 | $3.77M | Buy |
18,584
+355
| +2% | +$72K | 1.45% | 18 |
|
|
2024
Q1 | $3.83M | Sell |
18,229
-132
| -0.7% | -$27.8K | 1.61% | 16 |
|
|
2023
Q4 | $3.69M | Buy |
18,361
+1,312
| +8% | +$263K | 1.73% | 14 |
|
|
2023
Q3 | $3.01M | Buy |
17,049
+5,577
| +49% | +$986K | 1.59% | 15 |
|
|
2023
Q2 | $2.15M | Buy |
+11,472
| New | +$2.15M | 1.12% | 17 |
|