TritonPoint Wealth’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 | $692K | Sell |
3,209
-236
| -7% | -$50.9K | 0.06% | 186 |
|
|
2025
Q1 | $687K | Buy |
3,445
+1
| +0% | +$200 | 0.07% | 182 |
|
|
2024
Q4 | $761K | Buy |
3,444
+90
| +3% | +$19.9K | 0.07% | 175 |
|
|
2024
Q3 | $739K | Sell |
3,354
-84
| -2% | -$18.5K | 0.07% | 173 |
|
|
2024
Q2 | $698K | Buy |
3,438
+6
| +0.2% | +$1.22K | 0.07% | 168 |
|
|
2024
Q1 | $590K | Buy |
3,432
+492
| +17% | +$84.6K | 0.06% | 187 |
|
|
2023
Q4 | $590K | Buy |
+2,940
| New | +$590K | 0.06% | 199 |
|