Vermillion & White Wealth Management 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 | $61.3K | Hold |
284
| – | – | 0.04% | 123 |
|
2025
Q1 | $56.7K | Hold |
284
| – | – | 0.04% | 120 |
|
2024
Q4 | $62.8K | Hold |
284
| – | – | 0.05% | 117 |
|
2024
Q3 | $62.7K | Hold |
284
| – | – | 0.05% | 114 |
|
2024
Q2 | $57.6K | Hold |
284
| – | – | 0.04% | 119 |
|
2024
Q1 | $59.7K | Hold |
284
| – | – | 0.05% | 110 |
|
2023
Q4 | $56K | Buy |
+284
| New | +$56K | 0.05% | 85 |
|