Vertex Planning Partners’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 | $241K | Buy |
1,117
+2
| +0.2% | +$431 | 0.05% | 169 |
|
|
2025
Q1 | $223K | Sell |
1,115
-43
| -4% | -$8.58K | 0.05% | 174 |
|
|
2024
Q4 | $256K | Buy |
1,158
+145
| +14% | +$32.1K | 0.06% | 158 |
|
|
2024
Q3 | $224K | Sell |
1,013
-6
| -0.6% | -$1.33K | 0.05% | 154 |
|
|
2024
Q2 | $207K | Sell |
1,019
-106
| -9% | -$21.5K | 0.05% | 149 |
|
|
2024
Q1 | $237K | Sell |
1,125
-21
| -2% | -$4.42K | 0.07% | 144 |
|
|
2023
Q4 | $230K | Buy |
1,146
+1
| +0.1% | +$201 | 0.07% | 145 |
|
|
2023
Q3 | $202K | Hold |
1,145
| – | – | 0.07% | 135 |
|
|
2023
Q2 | $214K | Sell |
1,145
-34
| -3% | -$6.37K | 0.07% | 132 |
|
|
2023
Q1 | $210K | Buy |
+1,179
| New | +$210K | 0.08% | 115 |
|