Strategic Financial Concepts’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 | $538K | Sell |
2,494
-710
| -22% | -$153K | 0.08% | 138 |
|
|
2025
Q1 | $639K | Sell |
3,204
-339
| -10% | -$67.6K | 0.12% | 167 |
|
|
2024
Q4 | $783K | Buy |
3,543
+192
| +6% | +$42.4K | 0.15% | 138 |
|
|
2024
Q3 | $740K | Sell |
3,351
-733,639
| -100% | -$162M | 0.24% | 84 |
|
|
2024
Q2 | $43.9K | Buy |
736,990
+733,749
| +22,640% | +$43.8K | 0.03% | 256 |
|
|
2024
Q1 | $682K | Buy |
+3,241
| New | +$682K | 0.16% | 137 |
|
|
2023
Q4 | – | Sell |
-2,457
| Closed | -$434K | – | 201 |
|
|
2023
Q3 | $434K | Buy |
2,457
+558
| +29% | +$98.6K | 0.15% | 147 |
|
|
2023
Q2 | $356K | Buy |
+1,899
| New | +$356K | 0.13% | 154 |
|