V2 Financial group’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 | $507K | Buy |
2,348
+2
| +0.1% | +$431 | 0.31% | 44 |
|
|
2025
Q1 | $468K | Sell |
2,346
-347
| -13% | -$69.2K | 0.3% | 47 |
|
|
2024
Q4 | $595K | Buy |
2,693
+201
| +8% | +$44.4K | 0.36% | 42 |
|
|
2024
Q3 | $551K | Buy |
2,492
+1
| +0% | +$221 | 0.36% | 41 |
|
|
2024
Q2 | $552K | Buy |
2,491
+233
| +10% | +$51.7K | 0.37% | 40 |
|
|
2024
Q1 | $475K | Buy |
2,258
+1
| +0% | +$210 | 0.32% | 41 |
|
|
2023
Q4 | $453K | Sell |
2,257
-1
| -0% | -$201 | 0.32% | 40 |
|
|
2023
Q3 | $399K | Sell |
2,258
-3
| -0.1% | -$530 | 0.3% | 40 |
|
|
2023
Q2 | $423K | Buy |
2,261
+1
| +0% | +$187 | 0.3% | 40 |
|
|
2023
Q1 | $403K | Sell |
2,260
-998
| -31% | -$178K | 0.29% | 39 |
|
|
2022
Q4 | $568K | Buy |
3,258
+2
| +0.1% | +$349 | 0.45% | 32 |
|
|
2022
Q3 | $537K | Sell |
3,256
-38
| -1% | -$6.27K | 0.47% | 30 |
|
|
2022
Q2 | $558K | Buy |
3,294
+1
| +0% | +$169 | 0.45% | 29 |
|
|
2022
Q1 | $676K | Buy |
3,293
+443
| +16% | +$90.9K | 0.51% | 34 |
|
|
2021
Q4 | $634K | Hold |
2,850
| – | – | 0.49% | 41 |
|
|
2021
Q3 | $623K | Sell |
2,850
-3,004
| -51% | -$657K | 0.54% | 34 |
|
|
2021
Q2 | $1.34M | Sell |
5,854
-100
| -2% | -$22.9K | 1.14% | 17 |
|
|
2021
Q1 | $1.32M | Buy |
5,954
+3,052
| +105% | +$674K | 1.19% | 15 |
|
|
2020
Q4 | $569K | Buy |
+2,902
| New | +$569K | 0.58% | 28 |
|