Smallwood Wealth Investment Management’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
Q1 | $338K | Buy |
1,694
+5
| +0.3% | +$998 | 0.21% | 56 |
|
|
2024
Q4 | $373K | Buy |
1,689
+3
| +0.2% | +$663 | 0.25% | 54 |
|
|
2024
Q3 | $372K | Sell |
1,686
-1,356
| -45% | -$300K | 0.27% | 54 |
|
|
2024
Q2 | $617K | Hold |
3,042
| – | – | 0.48% | 31 |
|
|
2024
Q1 | $640K | Sell |
3,042
-63
| -2% | -$13.3K | 0.5% | 31 |
|
|
2023
Q4 | $623K | Sell |
3,105
-29
| -0.9% | -$5.82K | 0.52% | 30 |
|
|
2023
Q3 | $554K | Buy |
3,134
+6
| +0.2% | +$1.06K | 0.5% | 32 |
|
|
2023
Q2 | $586K | Hold |
3,128
| – | – | 0.52% | 33 |
|
|
2023
Q1 | $558K | Buy |
3,128
+3
| +0.1% | +$535 | 0.53% | 33 |
|
|
2022
Q4 | $545K | Sell |
3,125
-146
| -4% | -$25.5K | 0.46% | 40 |
|
|
2022
Q3 | $539K | Hold |
3,271
| – | – | 0.48% | 43 |
|
|
2022
Q2 | $554K | Hold |
3,271
| – | – | 0.56% | 33 |
|
|
2022
Q1 | $671K | Buy |
3,271
+2
| +0.1% | +$410 | 0.63% | 28 |
|
|
2021
Q4 | $727K | Buy |
+3,269
| New | +$727K | 0.68% | 26 |
|