Smith Salley Wealth 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
Q2 | $391K | Buy |
1,811
+797
| +79% | +$172K | 0.02% | 196 |
|
|
2025
Q1 | $202K | Buy |
+1,014
| New | +$202K | 0.01% | 238 |
|
|
2024
Q1 | – | Sell |
-2,034
| Closed | -$408K | – | 239 |
|
|
2023
Q4 | $408K | Buy |
2,034
+225
| +12% | +$45.2K | 0.03% | 193 |
|
|
2023
Q3 | $320K | Buy |
1,809
+1
| +0.1% | +$177 | 0.02% | 194 |
|
|
2023
Q2 | $339K | Buy |
1,808
+208
| +13% | +$39K | 0.03% | 189 |
|
|
2023
Q1 | $285K | Sell |
1,600
-125
| -7% | -$22.3K | 0.02% | 196 |
|
|
2022
Q4 | $301K | Buy |
1,725
+151
| +10% | +$26.3K | 0.03% | 193 |
|
|
2022
Q3 | $260K | Sell |
1,574
-207
| -12% | -$34.2K | 0.02% | 194 |
|
|
2022
Q2 | $302K | Buy |
1,781
+207
| +13% | +$35.1K | 0.03% | 190 |
|
|
2022
Q1 | $323K | Sell |
1,574
-193
| -11% | -$39.6K | 0.02% | 201 |
|
|
2021
Q4 | $394K | Sell |
1,767
-104
| -6% | -$23.2K | 0.03% | 195 |
|
|
2021
Q3 | $409K | Sell |
1,871
-118
| -6% | -$25.8K | 0.03% | 195 |
|
|
2021
Q2 | $456K | Hold |
1,989
| – | – | 0.04% | 186 |
|
|
2021
Q1 | $439K | Buy |
1,989
+81
| +4% | +$17.9K | 0.04% | 182 |
|
|
2020
Q4 | $375K | Buy |
+1,908
| New | +$375K | 0.04% | 173 |
|
|
2014
Q3 | – | Sell |
-2,115
| Closed | -$251K | – | 182 |
|
|
2014
Q2 | $251K | Buy |
+2,115
| New | +$251K | 0.07% | 163 |
|