Ulland Investment Advisors’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 | $11K | Hold |
50
| – | – | 0.01% | 172 |
|
|
2025
Q1 | $10K | Hold |
50
| – | – | 0.01% | 178 |
|
|
2024
Q4 | $11K | Hold |
50
| – | – | 0.01% | 172 |
|
|
2024
Q3 | $11K | Hold |
50
| – | – | 0.01% | 166 |
|
|
2024
Q2 | $10K | Hold |
50
| – | – | 0.01% | 171 |
|
|
2024
Q1 | $11K | Hold |
50
| – | – | 0.01% | 175 |
|
|
2023
Q4 | $10K | Hold |
50
| – | – | 0.01% | 163 |
|
|
2023
Q3 | $9K | Hold |
50
| – | – | 0.01% | 172 |
|
|
2023
Q2 | $9K | Hold |
50
| – | – | 0.01% | 169 |
|
|
2023
Q1 | $9K | Hold |
50
| – | – | 0.01% | 162 |
|
|
2022
Q4 | $9K | Hold |
50
| – | – | 0.01% | 163 |
|
|
2022
Q3 | $8K | Hold |
50
| – | – | 0.01% | 174 |
|
|
2022
Q2 | $8K | Hold |
50
| – | – | 0.01% | 193 |
|
|
2022
Q1 | $10K | Hold |
50
| – | – | 0.01% | 196 |
|
|
2021
Q4 | $11K | Buy |
+50
| New | +$11K | 0.01% | 173 |
|