Thrive Wealth Management’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 | $781K | Buy |
3,618
+2
| +0.1% | +$432 | 0.13% | 97 |
|
|
2025
Q1 | $721K | Sell |
3,616
-453
| -11% | -$90.4K | 0.14% | 89 |
|
|
2024
Q4 | $899K | Buy |
4,069
+842
| +26% | +$186K | 0.16% | 76 |
|
|
2024
Q3 | $713K | Sell |
3,227
-621
| -16% | -$137K | 0.13% | 89 |
|
|
2024
Q2 | $781K | Sell |
3,848
-140
| -4% | -$28.4K | 0.15% | 80 |
|
|
2024
Q1 | $839K | Buy |
3,988
+34
| +0.9% | +$7.15K | 0.17% | 75 |
|
|
2023
Q4 | $794K | Buy |
3,954
+674
| +21% | +$135K | 0.18% | 74 |
|
|
2023
Q3 | $580K | Buy |
3,280
+25
| +0.8% | +$4.42K | 0.15% | 87 |
|
|
2023
Q2 | $610K | Sell |
3,255
-105
| -3% | -$19.7K | 0.16% | 85 |
|
|
2023
Q1 | $599K | Sell |
3,360
-3,001
| -47% | -$535K | 0.15% | 79 |
|
|
2022
Q4 | $1.11M | Buy |
6,361
+2,860
| +82% | +$499K | 0.32% | 37 |
|
|
2022
Q3 | $577K | Sell |
3,501
-114
| -3% | -$18.8K | 0.2% | 73 |
|
|
2022
Q2 | $612K | Sell |
3,615
-137
| -4% | -$23.2K | 0.21% | 60 |
|
|
2022
Q1 | $770K | Buy |
3,752
+484
| +15% | +$99.3K | 0.23% | 47 |
|
|
2021
Q4 | $727K | Buy |
+3,268
| New | +$727K | 0.25% | 46 |
|