Sightline Wealth 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 | $1.02M | Sell |
4,725
-371
| -7% | -$80.1K | 0.49% | 36 |
|
|
2025
Q1 | $1.02M | Sell |
5,096
-34
| -0.7% | -$6.78K | 0.54% | 36 |
|
|
2024
Q4 | $1.13M | Buy |
5,130
+13
| +0.3% | +$2.87K | 0.61% | 34 |
|
|
2024
Q3 | $1.13M | Buy |
5,117
+14
| +0.3% | +$3.09K | 0.62% | 32 |
|
|
2024
Q2 | $1.04M | Buy |
5,103
+16
| +0.3% | +$3.25K | 0.64% | 32 |
|
|
2024
Q1 | $1.07M | Buy |
5,087
+10
| +0.2% | +$2.1K | 0.7% | 30 |
|
|
2023
Q4 | $1.02M | Buy |
5,077
+290
| +6% | +$58.2K | 0.77% | 30 |
|
|
2023
Q3 | $846K | Buy |
4,787
+11
| +0.2% | +$1.94K | 0.79% | 32 |
|
|
2023
Q2 | $852K | Hold |
4,776
| – | – | 0.85% | 27 |
|
|
2023
Q1 | $852K | Sell |
4,776
-2,028
| -30% | -$362K | 0.87% | 26 |
|
|
2022
Q4 | $1.19M | Buy |
6,804
+282
| +4% | +$49.2K | 1.28% | 18 |
|
|
2022
Q3 | $1.1M | Buy |
6,522
+93
| +1% | +$15.7K | 1.3% | 15 |
|
|
2022
Q2 | $1.08M | Buy |
6,429
+2,014
| +46% | +$339K | 1.06% | 15 |
|
|
2022
Q1 | $906K | Buy |
4,415
+519
| +13% | +$107K | 0.75% | 20 |
|
|
2021
Q4 | $875K | Buy |
3,896
+218
| +6% | +$49K | 0.78% | 19 |
|
|
2021
Q3 | $805K | Sell |
3,678
-301
| -8% | -$65.9K | 0.67% | 23 |
|
|
2021
Q2 | $913K | Buy |
3,979
+108
| +3% | +$24.8K | 0.75% | 21 |
|
|
2021
Q1 | $859K | Buy |
3,871
+150
| +4% | +$33.3K | 0.79% | 19 |
|
|
2020
Q4 | $729K | Buy |
+3,721
| New | +$729K | 0.72% | 23 |
|