ViaWealth’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 | $873K | Buy |
4,047
+100
| +3% | +$21.6K | 0.52% | 56 |
|
|
2025
Q1 | $787K | Sell |
3,947
-771
| -16% | -$154K | 0.49% | 63 |
|
|
2024
Q4 | $1.04M | Hold |
4,718
| – | – | 0.63% | 43 |
|
|
2024
Q3 | $1.04M | Hold |
4,718
| – | – | 0.61% | 47 |
|
|
2024
Q2 | $957K | Hold |
4,718
| – | – | 0.59% | 50 |
|
|
2024
Q1 | $992K | Buy |
4,718
+1,886
| +67% | +$397K | 0.62% | 47 |
|
|
2023
Q4 | $568K | Hold |
2,832
| – | – | 0.39% | 89 |
|
|
2023
Q3 | $501K | Hold |
2,832
| – | – | 0.37% | 89 |
|
|
2023
Q2 | $530K | Hold |
2,832
| – | – | 0.4% | 86 |
|
|
2023
Q1 | $505K | Hold |
2,832
| – | – | 0.4% | 86 |
|
|
2022
Q4 | $504K | Buy |
+2,832
| New | +$504K | 0.41% | 85 |
|