Schrum Private 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 | $743K | Hold |
3,441
| – | – | 0.6% | 47 |
|
|
2025
Q1 | $687K | Sell |
3,441
-407
| -11% | -$81.2K | 0.6% | 47 |
|
|
2024
Q4 | $850K | Buy |
+3,848
| New | +$850K | 0.72% | 38 |
|
|
2024
Q3 | – | Sell |
-1,845
| Closed | -$374K | – | 174 |
|
|
2024
Q2 | $374K | Hold |
1,845
| – | – | 0.34% | 73 |
|
|
2024
Q1 | $388K | Buy |
+1,845
| New | +$388K | 0.35% | 72 |
|
|
2023
Q4 | – | Sell |
-1,800
| Closed | -$318K | – | 105 |
|
|
2023
Q3 | $318K | Hold |
1,800
| – | – | 0.36% | 71 |
|
|
2023
Q2 | $337K | Hold |
1,800
| – | – | 0.36% | 72 |
|
|
2023
Q1 | $321K | Hold |
1,800
| – | – | 0.37% | 73 |
|
|
2022
Q4 | $314K | Hold |
1,800
| – | – | 0.37% | 74 |
|
|
2022
Q3 | $296K | Hold |
1,800
| – | – | 0.37% | 83 |
|
|
2022
Q2 | $305K | Hold |
1,800
| – | – | 0.34% | 83 |
|
|
2022
Q1 | $369K | Sell |
1,800
-250
| -12% | -$51.3K | 0.37% | 78 |
|
|
2021
Q4 | $456K | Buy |
+2,050
| New | +$456K | 0.42% | 69 |
|