Valley Forge Investment Consultants’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 | $411K | Buy |
1,906
+501
| +36% | +$108K | 0.13% | 54 |
|
|
2025
Q1 | $280K | Hold |
1,405
| – | – | 0.1% | 64 |
|
|
2024
Q4 | $310K | Sell |
1,405
-8
| -0.6% | -$1.77K | 0.11% | 63 |
|
|
2024
Q3 | $312K | Sell |
1,413
-3
| -0.2% | -$663 | 0.11% | 62 |
|
|
2024
Q2 | $287K | Sell |
1,416
-5
| -0.4% | -$1.01K | 0.11% | 61 |
|
|
2024
Q1 | $299K | Sell |
1,421
-6
| -0.4% | -$1.26K | 0.12% | 60 |
|
|
2023
Q4 | $286K | Hold |
1,427
| – | – | 0.13% | 54 |
|
|
2023
Q3 | $252K | Buy |
1,427
+284
| +25% | +$50.2K | 0.11% | 59 |
|
|
2023
Q2 | $214K | Hold |
1,143
| – | – | 0.11% | 57 |
|
|
2023
Q1 | $204K | Sell |
1,143
-1,400
| -55% | -$250K | 0.11% | 60 |
|
|
2022
Q4 | $443K | Hold |
2,543
| – | – | 0.23% | 40 |
|
|
2022
Q3 | $419K | Hold |
2,543
| – | – | 0.23% | 44 |
|
|
2022
Q2 | $431K | Sell |
2,543
-59
| -2% | -$10K | 0.21% | 45 |
|
|
2022
Q1 | $534K | Hold |
2,602
| – | – | 0.22% | 45 |
|
|
2021
Q4 | $579K | Buy |
2,602
+27
| +1% | +$6.01K | 0.26% | 43 |
|
|
2021
Q3 | $563K | Buy |
2,575
+1,175
| +84% | +$257K | 0.3% | 41 |
|
|
2021
Q2 | $321K | Hold |
1,400
| – | – | 0.17% | 54 |
|
|
2021
Q1 | $309K | Hold |
1,400
| – | – | 0.21% | 51 |
|
|
2020
Q4 | $274K | Buy |
+1,400
| New | +$274K | 0.24% | 51 |
|