Vawter Financial’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 | – | Sell |
-3,632
| Closed | -$725K | – | 58 |
|
|
2025
Q1 | $725K | Buy |
3,632
+474
| +15% | +$94.6K | 0.41% | 43 |
|
|
2024
Q4 | $698K | Sell |
3,158
-337
| -10% | -$74.5K | 0.42% | 43 |
|
|
2024
Q3 | $772K | Sell |
3,495
-184
| -5% | -$40.6K | 0.47% | 39 |
|
|
2024
Q2 | $746K | Buy |
3,679
+300
| +9% | +$60.9K | 0.51% | 36 |
|
|
2024
Q1 | $711K | Sell |
3,379
-297
| -8% | -$62.5K | 0.52% | 35 |
|
|
2023
Q4 | $738K | Buy |
3,676
+402
| +12% | +$80.7K | 0.58% | 33 |
|
|
2023
Q3 | $579K | Sell |
3,274
-29
| -0.9% | -$5.13K | 0.66% | 34 |
|
|
2023
Q2 | $619K | Sell |
3,303
-231
| -7% | -$43.3K | 0.53% | 34 |
|
|
2023
Q1 | $630K | Sell |
3,534
-430
| -11% | -$76.7K | 0.64% | 25 |
|
|
2022
Q4 | $691K | Buy |
+3,964
| New | +$691K | 0.81% | 22 |
|