Stablepoint Partners’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 | $292K | Sell |
1,353
-27
| -2% | -$5.83K | 0.05% | 219 |
|
|
2025
Q1 | $275K | Sell |
1,380
-86
| -6% | -$17.2K | 0.05% | 216 |
|
|
2024
Q4 | $324K | Sell |
1,466
-71
| -5% | -$15.7K | 0.06% | 207 |
|
|
2024
Q3 | $340K | Sell |
1,537
-751
| -33% | -$166K | 0.06% | 204 |
|
|
2024
Q2 | $507K | Sell |
2,288
-859
| -27% | -$190K | 0.1% | 170 |
|
|
2024
Q1 | $662K | Buy |
3,147
+1,082
| +52% | +$228K | 0.13% | 156 |
|
|
2023
Q4 | $414K | Buy |
+2,065
| New | +$414K | 0.11% | 177 |
|