Tempus Wealth Planning’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 | $1.97M | Sell |
9,108
-256
| -3% | -$55.2K | 0.49% | 53 |
|
|
2025
Q1 | $1.87M | Buy |
9,364
+1,633
| +21% | +$326K | 0.56% | 45 |
|
|
2024
Q4 | $1.71M | Buy |
7,731
+2,730
| +55% | +$603K | 0.52% | 48 |
|
|
2024
Q3 | $1.1M | Buy |
5,001
+2,852
| +133% | +$630K | 0.4% | 71 |
|
|
2024
Q2 | $436K | Sell |
2,149
-23
| -1% | -$4.67K | 0.18% | 121 |
|
|
2024
Q1 | $457K | Buy |
2,172
+157
| +8% | +$33K | 0.2% | 119 |
|
|
2023
Q4 | $404K | Buy |
+2,015
| New | +$404K | 0.18% | 121 |
|
|
2022
Q4 | – | Sell |
-1,548
| Closed | -$255K | – | 192 |
|
|
2022
Q3 | $255K | Buy |
+1,548
| New | +$255K | 0.17% | 147 |
|