The Wealth Group’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 | $230K | Hold |
1,064
| – | – | 0.06% | 68 |
|
|
2025
Q1 | $212K | Hold |
1,064
| – | – | 0.06% | 60 |
|
|
2024
Q4 | $235K | Hold |
1,064
| – | – | 0.07% | 55 |
|
|
2024
Q3 | $235K | Hold |
1,064
| – | – | 0.07% | 54 |
|
|
2024
Q2 | $216K | Hold |
1,064
| – | – | 0.07% | 54 |
|
|
2024
Q1 | $217K | Buy |
1,064
+16
| +2% | +$3.27K | 0.07% | 55 |
|
|
2023
Q4 | $203K | Buy |
+1,048
| New | +$203K | 0.07% | 57 |
|