SteelPeak Wealth’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 | $20.2M | Buy |
93,620
+10,051
| +12% | +$2.17M | 0.78% | 31 |
|
|
2025
Q1 | $16.7M | Buy |
83,569
+19,184
| +30% | +$3.83M | 0.69% | 32 |
|
|
2024
Q4 | $14.2M | Buy |
64,385
+6,242
| +11% | +$1.38M | 0.58% | 36 |
|
|
2024
Q3 | $12.8M | Sell |
58,143
-15,201
| -21% | -$3.36M | 0.56% | 41 |
|
|
2024
Q2 | $14.9M | Buy |
73,344
+7,455
| +11% | +$1.51M | 0.69% | 36 |
|
|
2024
Q1 | $13.9M | Buy |
65,889
+2,097
| +3% | +$441K | 0.7% | 34 |
|
|
2023
Q4 | $12.8M | Sell |
63,792
-7,047
| -10% | -$1.41M | 0.74% | 28 |
|
|
2023
Q3 | $12.6M | Buy |
70,839
+16,013
| +29% | +$2.84M | 0.79% | 27 |
|
|
2023
Q2 | $10.3M | Sell |
54,826
-7,227
| -12% | -$1.35M | 0.61% | 43 |
|
|
2023
Q1 | $11.1M | Buy |
62,053
+13,383
| +27% | +$2.39M | 0.75% | 40 |
|
|
2022
Q4 | $8.49M | Buy |
48,670
+3,431
| +8% | +$598K | 0.62% | 43 |
|
|
2022
Q3 | $7.46M | Sell |
45,239
-13,188
| -23% | -$2.18M | 0.56% | 51 |
|
|
2022
Q2 | $9.9M | Buy |
58,427
+4,662
| +9% | +$790K | 0.71% | 35 |
|
|
2022
Q1 | $11M | Buy |
53,765
+14,961
| +39% | +$3.07M | 0.62% | 34 |
|
|
2021
Q4 | $8.63M | Sell |
38,804
-2,560
| -6% | -$569K | 0.49% | 46 |
|
|
2021
Q3 | $9.05M | Buy |
41,364
+5,148
| +14% | +$1.13M | 0.6% | 43 |
|
|
2021
Q2 | $8.31M | Sell |
36,216
-2,102
| -5% | -$482K | 0.58% | 43 |
|
|
2021
Q1 | $8.47M | Buy |
38,318
+907
| +2% | +$200K | 0.67% | 44 |
|
|
2020
Q4 | $7.34M | Sell |
37,411
-6,688
| -15% | -$1.31M | 0.67% | 36 |
|
|
2020
Q3 | $6.61M | Buy |
44,099
+241
| +0.5% | +$36.1K | 0.71% | 37 |
|
|
2020
Q2 | $6.28M | Buy |
43,858
+1,829
| +4% | +$262K | 0.79% | 27 |
|
|
2020
Q1 | $4.81M | Sell |
42,029
-3,459
| -8% | -$396K | 0.76% | 35 |
|
|
2019
Q4 | $7.54M | Buy |
+45,488
| New | +$7.54M | 1.04% | 22 |
|