Sunbelt Securities’s iShares Russell 2000 ETF IWM Stock Holding History

Sunbelt Securities’s Portfolio IWM Stock Details IWM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$1.86M	Buy	8,406 +408	+5%	+$90.2K	0.16%	113
2025 Q1	$1.6M	Sell	7,998 -408	-5%	-$81.4K	0.14%	121
2024 Q4	$1.86M	Sell	8,406 -2,508	-23%	-$553K	0.16%	112
2024 Q3	$2.41M	Buy	10,914 +2,650	+32%	+$585K	0.24%	89
2024 Q2	$1.68M	Sell	8,264 -169	-2%	-$34.3K	0.17%	120
2024 Q1	$1.77M	Sell	8,433 -1,521	-15%	-$320K	0.2%	107
2023 Q4	$2M	Buy	9,954 +359	+4%	+$72.1K	0.25%	84
2023 Q3	$1.7M	Buy	9,595 +173	+2%	+$30.6K	0.23%	93
2023 Q2	$1.76M	Buy	9,422 +101	+1%	+$18.9K	0.25%	91
2023 Q1	$1.63M	Sell	9,321 -74	-0.8%	-$13K	0.26%	92
2022 Q4	$1.64M	Buy	9,395 +2,549	+37%	+$444K	0.32%	74
2022 Q3	$1.13M	Buy	6,846 +1,758	+35%	+$290K	0.24%	113
2022 Q2	$862K	Buy	5,088 +618	+14%	+$105K	0.18%	137
2022 Q1	$927K	Sell	4,470 -478	-10%	-$99.1K	0.17%	153
2021 Q4	$1M	Sell	4,948 -338	-6%	-$68.5K	0.16%	148
2021 Q3	$1.14M	Hold	5,286	–	–	0.2%	129
2021 Q2	$1.14M	Sell	5,286 -4,395	-45%	-$945K	0.2%	129
2021 Q1	$2.14M	Buy	9,681 +4,726	+95%	+$1.04M	0.42%	60
2020 Q4	$971K	Sell	4,955 -847	-15%	-$166K	0.2%	126
2020 Q3	$869K	Sell	5,802 -834	-13%	-$125K	0.24%	108
2020 Q2	$950K	Buy	6,636 +399	+6%	+$57.1K	0.33%	84
2020 Q1	$720K	Sell	6,237 -772	-11%	-$89.1K	0.03%	178
2019 Q4	$1.16M	Buy	7,009 +406	+6%	+$67.3K	0.12%	179
2019 Q3	$999K	Buy	6,603 +1,012	+18%	+$153K	0.11%	187
2019 Q2	$869K	Sell	5,591 -313	-5%	-$48.6K	0.38%	72
2019 Q1	$904K	Sell	5,904 -428	-7%	-$65.5K	0.45%	64
2018 Q4	$848K	Sell	6,332 -3,110	-33%	-$417K	0.49%	61
2018 Q3	$1.59M	Buy	9,442 +1,028	+12%	+$173K	0.85%	34
2018 Q2	$1.38M	Buy	8,414 +6,720	+397%	+$1.1M	0.82%	34
2018 Q1	$257K	Sell	1,694 -609	-26%	-$92.4K	0.24%	148
2017 Q4	$351K	Sell	2,303 -107	-4%	-$16.3K	0.34%	104
2017 Q3	$357K	Buy	+2,410	New	+$357K	0.38%	94