Total Clarity 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 | $1.36M | Sell |
6,297
-7,970
| -56% | -$1.72M | 0.39% | 68 |
|
|
2025
Q1 | $3.15M | Hold |
14,267
| – | – | 1.03% | 25 |
|
|
2024
Q4 | $3.15M | Buy |
14,267
+10,531
| +282% | +$2.33M | 1.02% | 25 |
|
|
2024
Q3 | $825K | Sell |
3,736
-163
| -4% | -$36K | 0.27% | 101 |
|
|
2024
Q2 | $791K | Buy |
3,899
+15
| +0.4% | +$3.04K | 0.27% | 96 |
|
|
2024
Q1 | $817K | Buy |
3,884
+223
| +6% | +$46.9K | 0.28% | 99 |
|
|
2023
Q4 | $735K | Buy |
3,661
+213
| +6% | +$42.8K | 0.3% | 95 |
|
|
2023
Q3 | $609K | Hold |
3,448
| – | – | 0.29% | 94 |
|
|
2023
Q2 | $646K | Buy |
3,448
+25
| +0.7% | +$4.68K | 0.32% | 84 |
|
|
2023
Q1 | $611K | Buy |
3,423
+3
| +0.1% | +$535 | 0.33% | 74 |
|
|
2022
Q4 | $596K | Buy |
3,420
+457
| +15% | +$79.7K | 0.3% | 85 |
|
|
2022
Q3 | $489K | Sell |
2,963
-5,162
| -64% | -$852K | 0.31% | 86 |
|
|
2022
Q2 | $1.38M | Buy |
8,125
+165
| +2% | +$27.9K | 0.71% | 33 |
|
|
2022
Q1 | $1.63M | Sell |
7,960
-825
| -9% | -$169K | 0.9% | 30 |
|
|
2021
Q4 | $1.95M | Buy |
8,785
+6,935
| +375% | +$1.54M | 0.89% | 24 |
|
|
2021
Q3 | $405K | Buy |
1,850
+200
| +12% | +$43.8K | 0.19% | 124 |
|
|
2021
Q2 | $378K | Buy |
1,650
+31
| +2% | +$7.1K | 0.21% | 134 |
|
|
2021
Q1 | $358K | Hold |
1,619
| – | – | 0.21% | 113 |
|
|
2020
Q4 | $317K | Buy |
1,619
+15
| +0.9% | +$2.94K | 0.22% | 110 |
|
|
2020
Q3 | $240K | Hold |
1,604
| – | – | 0.21% | 109 |
|
|
2020
Q2 | $230K | Buy |
+1,604
| New | +$230K | 0.21% | 111 |
|
|
2020
Q1 | – | Sell |
-395
| Closed | -$66K | – | 359 |
|
|
2019
Q4 | $66K | Buy |
+395
| New | +$66K | 0.05% | 225 |
|