Stone Summit 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 | $491K | Hold |
2,277
| – | – | 0.15% | 103 |
|
|
2025
Q1 | $454K | Sell |
2,277
-22
| -1% | -$4.39K | 0.15% | 103 |
|
|
2024
Q4 | $508K | Hold |
2,299
| – | – | 0.17% | 97 |
|
|
2024
Q3 | $508K | Hold |
2,299
| – | – | 0.16% | 99 |
|
|
2024
Q2 | $466K | Buy |
2,299
+1
| +0% | +$203 | 0.17% | 95 |
|
|
2024
Q1 | $483K | Hold |
2,298
| – | – | 0.17% | 98 |
|
|
2023
Q4 | $461K | Hold |
2,298
| – | – | 0.18% | 103 |
|
|
2023
Q3 | $406K | Hold |
2,298
| – | – | 0.17% | 105 |
|
|
2023
Q2 | $430K | Hold |
2,298
| – | – | 0.18% | 99 |
|
|
2023
Q1 | $410K | Hold |
2,298
| – | – | 0.18% | 94 |
|
|
2022
Q4 | $401K | Hold |
2,298
| – | – | 0.2% | 97 |
|
|
2022
Q3 | $379K | Hold |
2,298
| – | – | 0.23% | 89 |
|
|
2022
Q2 | $389K | Hold |
2,298
| – | – | 0.23% | 92 |
|
|
2022
Q1 | $477K | Buy |
2,298
+800
| +53% | +$166K | 0.27% | 89 |
|
|
2021
Q4 | $333K | Buy |
+1,498
| New | +$333K | 0.27% | 91 |
|