Tradition 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 | $2.04M | Sell |
9,431
-173
| -2% | -$37.3K | 0.16% | 124 |
|
|
2025
Q1 | $1.92M | Buy |
9,604
+22
| +0.2% | +$4.39K | 0.17% | 116 |
|
|
2024
Q4 | $2.12M | Buy |
9,582
+711
| +8% | +$157K | 0.19% | 105 |
|
|
2024
Q3 | $1.96M | Buy |
8,871
+19
| +0.2% | +$4.2K | 0.17% | 107 |
|
|
2024
Q2 | $1.8M | Sell |
8,852
-61
| -0.7% | -$12.4K | 0.17% | 113 |
|
|
2024
Q1 | $1.87M | Buy |
+8,913
| New | +$1.87M | 0.19% | 105 |
|
|
2022
Q2 | – | Sell |
-8,470
| Closed | -$1.74M | – | 1114 |
|
|
2022
Q1 | $1.74M | Buy |
8,470
+15
| +0.2% | +$3.08K | 0.22% | 92 |
|
|
2021
Q4 | $1.88M | Buy |
8,455
+740
| +10% | +$165K | 0.24% | 90 |
|
|
2021
Q3 | $1.69M | Sell |
7,715
-86
| -1% | -$18.8K | 0.24% | 94 |
|
|
2021
Q2 | $1.79M | Buy |
7,801
+67
| +0.9% | +$15.4K | 0.27% | 92 |
|
|
2021
Q1 | $1.71M | Sell |
7,734
-837
| -10% | -$185K | 0.3% | 82 |
|
|
2020
Q4 | $1.68M | Buy |
+8,571
| New | +$1.68M | 0.33% | 77 |
|