Tenon 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 | $348K | Hold |
1,614
| – | – | 0.15% | 34 |
|
2025
Q1 | $322K | Hold |
1,614
| – | – | 0.2% | 33 |
|
2024
Q4 | $357K | Hold |
1,614
| – | – | 0.23% | 31 |
|
2024
Q3 | $357K | Buy |
1,614
+23
| +1% | +$5.08K | 0.24% | 32 |
|
2024
Q2 | $323K | Hold |
1,591
| – | – | 0.25% | 30 |
|
2024
Q1 | $335K | Buy |
+1,591
| New | +$335K | 0.28% | 26 |
|