Teamwork Financial Advisors’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
Q1 | – | Sell |
-1,130
| Closed | -$250K | – | 171 |
|
|
2024
Q4 | $250K | Sell |
1,130
-1,974
| -64% | -$436K | 0.03% | 145 |
|
|
2024
Q3 | $686K | Buy |
3,104
+883
| +40% | +$195K | 0.1% | 88 |
|
|
2024
Q2 | $451K | Sell |
2,221
-55,060
| -96% | -$11.2M | 0.07% | 94 |
|
|
2024
Q1 | $12M | Buy |
57,281
+51,638
| +915% | +$10.9M | 1.85% | 13 |
|
|
2023
Q4 | $1.13M | Buy |
+5,643
| New | +$1.13M | 0.19% | 60 |
|
|
2022
Q1 | – | Sell |
-2,372
| Closed | -$528K | – | 292 |
|
|
2021
Q4 | $528K | Buy |
2,372
+2,204
| +1,312% | +$491K | 0.1% | 184 |
|
|
2021
Q3 | $37K | Buy |
+168
| New | +$37K | 0.01% | 265 |
|