STAR Financial Bank’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 | $1.07M | Sell |
4,969
-95
| -2% | -$20.5K | 0.68% | 41 |
|
|
2025
Q1 | $1.01M | Buy |
5,064
+704
| +16% | +$140K | 0.74% | 36 |
|
|
2024
Q4 | $963K | Sell |
4,360
-3,119
| -42% | -$689K | 0.69% | 35 |
|
|
2024
Q3 | $1.65M | Sell |
7,479
-158
| -2% | -$34.9K | 1.11% | 25 |
|
|
2024
Q2 | $1.55M | Sell |
7,637
-2,335
| -23% | -$474K | 1.19% | 18 |
|
|
2024
Q1 | $2.1M | Sell |
9,972
-11
| -0.1% | -$2.31K | 1.79% | 10 |
|
|
2023
Q4 | $2M | Sell |
9,983
-996
| -9% | -$200K | 1.82% | 10 |
|
|
2023
Q3 | $1.94M | Sell |
10,979
-209
| -2% | -$36.9K | 1.99% | 8 |
|
|
2023
Q2 | $2.1M | Sell |
11,188
-36
| -0.3% | -$6.74K | 1.96% | 8 |
|
|
2023
Q1 | $2M | Sell |
11,224
-1,964
| -15% | -$350K | 1.95% | 8 |
|
|
2022
Q4 | $2.3M | Buy |
+13,188
| New | +$2.3M | 2.28% | 8 |
|