Soltis Investment 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 | $1.13M | Sell |
5,218
-684
| -12% | -$148K | 0.09% | 165 |
|
|
2025
Q1 | $1.18M | Sell |
5,902
-1,128
| -16% | -$225K | 0.11% | 159 |
|
|
2024
Q4 | $1.55M | Buy |
7,030
+2,080
| +42% | +$460K | 0.14% | 140 |
|
|
2024
Q3 | $1.09M | Buy |
4,950
+2,152
| +77% | +$475K | 0.11% | 150 |
|
|
2024
Q2 | $568K | Sell |
2,798
-179
| -6% | -$36.3K | 0.06% | 202 |
|
|
2024
Q1 | $626K | Buy |
2,977
+418
| +16% | +$87.9K | 0.07% | 180 |
|
|
2023
Q4 | $514K | Buy |
2,559
+153
| +6% | +$30.7K | 0.06% | 184 |
|
|
2023
Q3 | $425K | Buy |
2,406
+591
| +33% | +$104K | 0.05% | 181 |
|
|
2023
Q2 | $340K | Buy |
1,815
+12
| +0.7% | +$2.25K | 0.04% | 206 |
|
|
2023
Q1 | $322K | Buy |
1,803
+202
| +13% | +$36K | 0.04% | 207 |
|
|
2022
Q4 | $279K | Sell |
1,601
-50
| -3% | -$8.72K | 0.04% | 208 |
|
|
2022
Q3 | $272K | Buy |
+1,651
| New | +$272K | 0.04% | 198 |
|