Tyche Wealth Partners’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 | $1.2M | Sell |
5,566
-156
| -3% | -$33.7K | 0.24% | 79 |
|
2025
Q1 | $1.14M | Sell |
5,722
-182
| -3% | -$36.3K | 0.25% | 69 |
|
2024
Q4 | $1.3M | Buy |
5,904
+15
| +0.3% | +$3.31K | 0.28% | 68 |
|
2024
Q3 | $1.3M | Buy |
5,889
+202
| +4% | +$44.6K | 0.29% | 65 |
|
2024
Q2 | $1.15M | Hold |
5,687
| – | – | 0.28% | 66 |
|
2024
Q1 | $1.2M | Sell |
5,687
-216
| -4% | -$45.4K | 0.29% | 67 |
|
2023
Q4 | $1.18M | Buy |
+5,903
| New | +$1.18M | 0.29% | 70 |
|