Stonehage Fleming Financial Services’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 | $349K | Buy |
1,616
+108
| +7% | +$23.3K | 0.01% | 123 |
|
|
2025
Q1 | $301K | Buy |
1,508
+598
| +66% | +$119K | 0.01% | 111 |
|
|
2024
Q4 | $201K | Buy |
+910
| New | +$201K | 0.01% | 136 |
|
|
2017
Q3 | – | Sell |
-150
| Closed | -$21K | – | 249 |
|
|
2017
Q2 | $21K | Hold |
150
| – | – | ﹤0.01% | 230 |
|
|
2017
Q1 | $21K | Sell |
150
-450
| -75% | -$63K | ﹤0.01% | 264 |
|
|
2016
Q4 | $81K | Buy |
600
+150
| +33% | +$20.3K | 0.01% | 245 |
|
|
2016
Q3 | $56K | Buy |
+450
| New | +$56K | ﹤0.01% | 260 |
|