Sharp Financial Services’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 | $682K | Buy |
3,161
+1,412
| +81% | +$305K | 0.44% | 30 |
|
|
2025
Q1 | $349K | Sell |
1,749
-44
| -2% | -$8.78K | 0.27% | 55 |
|
|
2024
Q4 | $396K | Buy |
+1,793
| New | +$396K | 0.3% | 49 |
|
|
2024
Q3 | – | Sell |
-1,965
| Closed | -$399K | – | 100 |
|
|
2024
Q2 | $399K | Sell |
1,965
-1,345
| -41% | -$273K | 0.34% | 59 |
|
|
2024
Q1 | $696K | Sell |
3,310
-340
| -9% | -$71.5K | 0.65% | 30 |
|
|
2023
Q4 | $733K | Buy |
+3,650
| New | +$733K | 0.79% | 26 |
|