Successful Portfolios’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 | $333K | Hold |
1,544
| – | – | 0.2% | 102 |
|
|
2025
Q1 | $308K | Sell |
1,544
-90
| -6% | -$18K | 0.21% | 106 |
|
|
2024
Q4 | $361K | Sell |
1,634
-2
| -0.1% | -$442 | 0.24% | 83 |
|
|
2024
Q3 | $361K | Sell |
1,636
-75
| -4% | -$16.6K | 0.24% | 86 |
|
|
2024
Q2 | $347K | Sell |
1,711
-80
| -4% | -$16.2K | 0.24% | 87 |
|
|
2024
Q1 | $377K | Sell |
1,791
-254
| -12% | -$53.4K | 0.26% | 89 |
|
|
2023
Q4 | $410K | Buy |
2,045
+214
| +12% | +$43K | 0.31% | 76 |
|
|
2023
Q3 | $324K | Sell |
1,831
-40
| -2% | -$7.07K | 0.29% | 82 |
|
|
2023
Q2 | $350K | Sell |
1,871
-158
| -8% | -$29.6K | 0.3% | 74 |
|
|
2023
Q1 | $362K | Sell |
2,029
-785
| -28% | -$140K | 0.23% | 112 |
|
|
2022
Q4 | $491K | Buy |
2,814
+726
| +35% | +$127K | 0.32% | 78 |
|
|
2022
Q3 | $344K | Sell |
2,088
-65
| -3% | -$10.7K | 0.25% | 103 |
|
|
2022
Q2 | $365K | Sell |
2,153
-5
| -0.2% | -$848 | 0.25% | 108 |
|
|
2022
Q1 | $443K | Sell |
2,158
-6
| -0.3% | -$1.23K | 0.25% | 103 |
|
|
2021
Q4 | $481K | Sell |
2,164
-5
| -0.2% | -$1.11K | 0.26% | 96 |
|
|
2021
Q3 | $474K | Sell |
2,169
-25
| -1% | -$5.46K | 0.28% | 92 |
|
|
2021
Q2 | $503K | Hold |
2,194
| – | – | 0.3% | 85 |
|
|
2021
Q1 | $485K | Hold |
2,194
| – | – | 0.32% | 86 |
|
|
2020
Q4 | $430K | Hold |
2,194
| – | – | 0.31% | 87 |
|
|
2020
Q3 | $329K | Hold |
2,194
| – | – | 0.26% | 102 |
|
|
2020
Q2 | $314K | Hold |
2,194
| – | – | 0.28% | 101 |
|
|
2020
Q1 | $251K | Buy |
2,194
+26
| +1% | +$2.97K | 0.25% | 108 |
|
|
2019
Q4 | $359K | Sell |
2,168
-84
| -4% | -$13.9K | 0.32% | 91 |
|
|
2019
Q3 | $341K | Sell |
2,252
-98
| -4% | -$14.8K | 0.32% | 88 |
|
|
2019
Q2 | $365K | Hold |
2,350
| – | – | 0.39% | 77 |
|
|
2019
Q1 | $360K | Sell |
2,350
-86
| -4% | -$13.2K | 0.39% | 78 |
|
|
2018
Q4 | $326K | Sell |
2,436
-248
| -9% | -$33.2K | 0.42% | 75 |
|
|
2018
Q3 | $452K | Sell |
2,684
-66
| -2% | -$11.1K | 0.49% | 62 |
|
|
2018
Q2 | $450K | Sell |
2,750
-46
| -2% | -$7.53K | 0.53% | 59 |
|
|
2018
Q1 | $425K | Sell |
2,796
-35
| -1% | -$5.32K | 0.52% | 61 |
|
|
2017
Q4 | $432K | Buy |
+2,831
| New | +$432K | 0.54% | 59 |
|