Tyler-Stone 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 | $900K | Sell |
4,171
-2
| -0% | -$432 | 0.14% | 129 |
|
|
2025
Q1 | $832K | Buy |
4,173
+1,083
| +35% | +$216K | 0.15% | 129 |
|
|
2024
Q4 | $683K | Sell |
3,090
-19
| -0.6% | -$4.2K | 0.12% | 151 |
|
|
2024
Q3 | $687K | Buy |
3,109
+2,560
| +466% | +$566K | 0.13% | 148 |
|
|
2024
Q2 | $111K | Buy |
549
+65
| +13% | +$13.2K | 0.05% | 268 |
|
|
2024
Q1 | $102K | Hold |
484
| – | – | 0.05% | 274 |
|
|
2023
Q4 | $97.1K | Buy |
484
+75
| +18% | +$15.1K | 0.05% | 268 |
|
|
2023
Q3 | $72K | Hold |
409
| – | – | 0.04% | 293 |
|
|
2023
Q2 | $77K | Buy |
+409
| New | +$77K | 0.04% | 279 |
|
|
2022
Q4 | $97K | Hold |
556
| – | – | 0.07% | 235 |
|
|
2022
Q3 | $92K | Hold |
556
| – | – | 0.07% | 228 |
|
|
2022
Q2 | $94K | Sell |
556
-465
| -46% | -$78.6K | 0.06% | 247 |
|
|
2022
Q1 | $210K | Buy |
1,021
+45
| +5% | +$9.26K | 0.12% | 163 |
|
|
2021
Q4 | $217K | Buy |
+976
| New | +$217K | 0.11% | 172 |
|