Trueblood 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 | $306K | Buy |
1,416
+2
| +0.1% | +$432 | 0.13% | 200 |
|
|
2025
Q1 | $282K | Hold |
1,414
| – | – | 0.13% | 195 |
|
|
2024
Q4 | $312K | Hold |
1,414
| – | – | 0.15% | 181 |
|
|
2024
Q3 | $312K | Hold |
1,414
| – | – | 0.16% | 173 |
|
|
2024
Q2 | $287K | Hold |
1,414
| – | – | 0.16% | 168 |
|
|
2024
Q1 | $297K | Hold |
1,414
| – | – | 0.17% | 158 |
|
|
2023
Q4 | $284K | Buy |
+1,414
| New | +$284K | 0.18% | 163 |
|