Spire 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 | $4.31M | Sell |
19,987
-11,032
| -36% | -$2.38M | 0.15% | 123 |
|
|
2025
Q1 | $6.19M | Buy |
31,019
+3,429
| +12% | +$684K | 0.2% | 104 |
|
|
2024
Q4 | $6.1M | Buy |
27,590
+283
| +1% | +$62.5K | 0.19% | 109 |
|
|
2024
Q3 | $6.03M | Buy |
27,307
+4,362
| +19% | +$964K | 0.2% | 103 |
|
|
2024
Q2 | $4.66M | Buy |
22,945
+15
| +0.1% | +$3.04K | 0.16% | 129 |
|
|
2024
Q1 | $4.82M | Buy |
22,930
+3,454
| +18% | +$726K | 0.09% | 165 |
|
|
2023
Q4 | $3.75M | Buy |
19,476
+323
| +2% | +$62.2K | 0.12% | 176 |
|
|
2023
Q3 | $3.39M | Buy |
19,153
+2,800
| +17% | +$495K | 0.13% | 176 |
|
|
2023
Q2 | $3.06M | Sell |
16,353
-683
| -4% | -$128K | 0.11% | 177 |
|
|
2023
Q1 | $3.04M | Buy |
17,036
+1,722
| +11% | +$307K | 0.12% | 161 |
|
|
2022
Q4 | $2.67M | Buy |
15,314
+3,936
| +35% | +$686K | 0.15% | 133 |
|
|
2022
Q3 | $1.88M | Sell |
11,378
-9,781
| -46% | -$1.61M | 0.11% | 138 |
|
|
2022
Q2 | $3.58M | Sell |
21,159
-3,492
| -14% | -$591K | 0.15% | 143 |
|
|
2022
Q1 | $5.06M | Buy |
24,651
+41
| +0.2% | +$8.42K | 0.14% | 153 |
|
|
2021
Q4 | $5.48M | Buy |
24,610
+1,123
| +5% | +$250K | 0.12% | 164 |
|
|
2021
Q3 | $5.23M | Buy |
23,487
+1,517
| +7% | +$338K | 0.14% | 160 |
|
|
2021
Q2 | $5.04M | Buy |
21,970
+1,162
| +6% | +$267K | 0.14% | 164 |
|
|
2021
Q1 | $4M | Buy |
+20,808
| New | +$4M | 0.11% | 181 |
|