Summit Investment Advisory 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 | – | Sell |
-2,122
| Closed | -$423K | – | 85 |
|
|
2025
Q1 | $423K | Buy |
2,122
+1
| +0% | +$199 | 0.21% | 43 |
|
|
2024
Q4 | $469K | Buy |
2,121
+1
| +0% | +$221 | 0.24% | 42 |
|
|
2024
Q3 | $468K | Buy |
+2,120
| New | +$468K | 0.25% | 40 |
|
|
2024
Q2 | – | Sell |
-2,229
| Closed | -$469K | – | 71 |
|
|
2024
Q1 | $469K | Buy |
2,229
+113
| +5% | +$23.8K | 0.28% | 40 |
|
|
2023
Q4 | $425K | Buy |
2,116
+3
| +0.1% | +$602 | 0.27% | 41 |
|
|
2023
Q3 | $374K | Sell |
2,113
-470
| -18% | -$83.1K | 0.28% | 38 |
|
|
2023
Q2 | $484K | Buy |
2,583
+110
| +4% | +$20.6K | 0.32% | 32 |
|
|
2023
Q1 | $441K | Buy |
2,473
+11
| +0.4% | +$1.96K | 0.31% | 33 |
|
|
2022
Q4 | $429K | Buy |
+2,462
| New | +$429K | 0.52% | 31 |
|