Sprinkle Financial Consultants’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 | $872K | Buy |
4,041
+2,190
| +118% | +$472K | 0.53% | 39 |
|
|
2025
Q1 | $369K | Buy |
1,851
+129
| +7% | +$25.7K | 0.23% | 57 |
|
|
2024
Q4 | $380K | Buy |
1,722
+4
| +0.2% | +$884 | 0.26% | 53 |
|
|
2024
Q3 | $379K | Buy |
1,718
+4
| +0.2% | +$884 | 0.27% | 52 |
|
|
2024
Q2 | $348K | Buy |
1,714
+491
| +40% | +$99.6K | 0.27% | 53 |
|
|
2024
Q1 | $257K | Buy |
1,223
+2
| +0.2% | +$421 | 0.22% | 54 |
|
|
2023
Q4 | $245K | Buy |
+1,221
| New | +$245K | 0.25% | 55 |
|