Sonora Investment Management Group’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 | $538K | Hold |
2,492
| – | – | 0.04% | 163 |
|
|
2025
Q1 | $497K | Buy |
2,492
+53
| +2% | +$10.6K | 0.04% | 168 |
|
|
2024
Q4 | $539K | Sell |
2,439
-1
| -0% | -$221 | 0.04% | 162 |
|
|
2024
Q3 | $539K | Sell |
2,440
-278
| -10% | -$61.4K | 0.04% | 168 |
|
|
2024
Q2 | $572K | Hold |
2,718
| – | – | 0.04% | 168 |
|
|
2024
Q1 | $572K | Buy |
2,718
+595
| +28% | +$125K | 0.04% | 168 |
|
|
2023
Q4 | $426K | Sell |
2,123
-7
| -0.3% | -$1.41K | 0.03% | 177 |
|
|
2023
Q3 | $376K | Buy |
2,130
+8
| +0.4% | +$1.41K | 0.03% | 182 |
|
|
2023
Q2 | $397K | Hold |
2,122
| – | – | 0.03% | 176 |
|
|
2023
Q1 | $379K | Buy |
2,122
+82
| +4% | +$14.6K | 0.03% | 183 |
|
|
2022
Q4 | $356K | Buy |
2,040
+258
| +14% | +$45K | 0.03% | 188 |
|
|
2022
Q3 | $302K | Hold |
1,782
| – | – | 0.04% | 154 |
|
|
2022
Q2 | $302K | Buy |
1,782
+72
| +4% | +$12.2K | 0.03% | 187 |
|
|
2022
Q1 | $351K | Hold |
1,710
| – | – | 0.04% | 155 |
|
|
2021
Q4 | $380K | Buy |
+1,710
| New | +$380K | 0.04% | 153 |
|