Simplicity Wealth’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 | $2.42M | Buy |
11,211
+2,114
| +23% | +$456K | 0.1% | 190 |
|
|
2025
Q1 | $1.81M | Buy |
9,097
+5,297
| +139% | +$1.06M | 0.14% | 165 |
|
|
2024
Q4 | $840K | Sell |
3,800
-2,435
| -39% | -$538K | 0.18% | 107 |
|
|
2024
Q3 | $1.38M | Sell |
6,235
-32,182
| -84% | -$7.11M | 0.13% | 151 |
|
|
2024
Q2 | $7.79M | Sell |
38,417
-20,959
| -35% | -$4.25M | 0.18% | 112 |
|
|
2024
Q1 | $12.5M | Buy |
59,376
+56,361
| +1,869% | +$11.9M | 0.3% | 65 |
|
|
2023
Q4 | $605K | Buy |
3,015
+174
| +6% | +$34.9K | 0.23% | 71 |
|
|
2023
Q3 | $502K | Buy |
2,841
+764
| +37% | +$135K | 0.29% | 44 |
|
|
2023
Q2 | $389K | Sell |
2,077
-188
| -8% | -$35.2K | 0.24% | 51 |
|
|
2023
Q1 | $404K | Buy |
2,265
+1,045
| +86% | +$186K | 0.27% | 45 |
|
|
2022
Q4 | $213K | Buy |
+1,220
| New | +$213K | 0.19% | 64 |
|