Seneca Financial Advisors’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 | $1.91M | Buy |
8,834
+98
| +1% | +$21.1K | 0.73% | 23 |
|
|
2025
Q1 | $1.74M | Sell |
8,736
-12
| -0.1% | -$2.39K | 0.84% | 20 |
|
|
2024
Q4 | $1.93M | Sell |
8,748
-59
| -0.7% | -$13K | 0.96% | 18 |
|
|
2024
Q3 | $1.95M | Sell |
8,807
-117
| -1% | -$25.8K | 0.95% | 18 |
|
|
2024
Q2 | $1.81M | Buy |
8,924
+20
| +0.2% | +$4.06K | 0.94% | 19 |
|
|
2024
Q1 | $1.87M | Buy |
8,904
+18
| +0.2% | +$3.79K | 1% | 22 |
|
|
2023
Q4 | $1.78M | Sell |
8,886
-38
| -0.4% | -$7.63K | 1.03% | 20 |
|
|
2023
Q3 | $1.58M | Sell |
8,924
-75
| -0.8% | -$13.3K | 1.08% | 18 |
|
|
2023
Q2 | $1.69M | Sell |
8,999
-739
| -8% | -$138K | 1.12% | 18 |
|
|
2023
Q1 | $1.74M | Sell |
9,738
-168
| -2% | -$30K | 1.12% | 20 |
|
|
2022
Q4 | $1.73M | Sell |
9,906
-2,441
| -20% | -$426K | 1.09% | 19 |
|
|
2022
Q3 | $2.04M | Sell |
12,347
-178
| -1% | -$29.4K | 1.46% | 14 |
|
|
2022
Q2 | $2.12M | Sell |
12,525
-340
| -3% | -$57.6K | 1.43% | 15 |
|
|
2022
Q1 | $2.64M | Sell |
12,865
-38
| -0.3% | -$7.8K | 1.6% | 15 |
|
|
2021
Q4 | $2.87M | Buy |
12,903
+1,576
| +14% | +$351K | 1.7% | 15 |
|
|
2021
Q3 | $2.48M | Sell |
11,327
-42
| -0.4% | -$9.19K | 1.64% | 15 |
|
|
2021
Q2 | $2.61M | Buy |
11,369
+169
| +2% | +$38.8K | 1.71% | 13 |
|
|
2021
Q1 | $2.47M | Sell |
11,200
-1,145
| -9% | -$253K | 1.74% | 12 |
|
|
2020
Q4 | $2.42M | Buy |
+12,345
| New | +$2.42M | 1.84% | 12 |
|