Urban Financial Advisory Corp’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 | $553K | Sell |
2,562
-10
| -0.4% | -$2.16K | 0.28% | 17 |
|
|
2025
Q1 | $513K | Buy |
2,572
+6
| +0.2% | +$1.2K | 0.28% | 15 |
|
|
2024
Q4 | $567K | Buy |
2,566
+8
| +0.3% | +$1.77K | 0.31% | 14 |
|
|
2024
Q3 | $565K | Buy |
2,558
+9
| +0.4% | +$1.99K | 0.31% | 14 |
|
|
2024
Q2 | $517K | Sell |
2,549
-204
| -7% | -$41.4K | 0.32% | 15 |
|
|
2024
Q1 | $579K | Sell |
2,753
-66
| -2% | -$13.9K | 0.36% | 17 |
|
|
2023
Q4 | $566K | Buy |
+2,819
| New | +$566K | 0.43% | 15 |
|