SWP Financial’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 | $208K | Buy |
+966
| New | +$208K | 0.11% | 73 |
|
|
2025
Q1 | – | Sell |
-966
| Closed | -$213K | – | 69 |
|
|
2024
Q4 | $213K | Hold |
966
| – | – | 0.13% | 67 |
|
|
2024
Q3 | $213K | Sell |
966
-36
| -4% | -$7.95K | 0.13% | 54 |
|
|
2024
Q2 | $203K | Sell |
1,002
-238
| -19% | -$48.3K | 0.13% | 50 |
|
|
2024
Q1 | $261K | Sell |
1,240
-657
| -35% | -$138K | 0.18% | 38 |
|
|
2023
Q4 | $381K | Buy |
+1,897
| New | +$381K | 0.3% | 27 |
|