Significant Wealth Partners’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 | $459K | Sell |
2,128
-295
| -12% | -$63.7K | 0.23% | 36 |
|
|
2025
Q1 | $483K | Sell |
2,423
-192
| -7% | -$38.3K | 0.25% | 33 |
|
|
2024
Q4 | $578K | Buy |
2,615
+756
| +41% | +$167K | 0.3% | 19 |
|
|
2024
Q3 | $411K | Buy |
1,859
+100
| +6% | +$22.1K | 0.21% | 39 |
|
|
2024
Q2 | $357K | Buy |
1,759
+146
| +9% | +$29.6K | 0.2% | 38 |
|
|
2024
Q1 | $339K | Buy |
1,613
+4
| +0.2% | +$841 | 0.22% | 114 |
|
|
2023
Q4 | $323K | Buy |
+1,609
| New | +$323K | 0.24% | 112 |
|