Sard Wealth Management 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 | $571K | Sell |
2,645
-380
| -13% | -$82K | 0.35% | 27 |
|
|
2025
Q1 | $604K | Buy |
3,025
+6
| +0.2% | +$1.2K | 0.4% | 25 |
|
|
2024
Q4 | $667K | Sell |
3,019
-78
| -3% | -$17.2K | 0.45% | 22 |
|
|
2024
Q3 | $684K | Buy |
3,097
+9
| +0.3% | +$1.99K | 0.45% | 21 |
|
|
2024
Q2 | $626K | Sell |
3,088
-700
| -18% | -$142K | 0.44% | 22 |
|
|
2024
Q1 | $797K | Buy |
3,788
+1,417
| +60% | +$298K | 0.72% | 20 |
|
|
2023
Q4 | $476K | Buy |
+2,371
| New | +$476K | 0.48% | 25 |
|