Victory Financial 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 | $808K | Buy |
3,743
+593
| +19% | +$128K | 0.13% | 87 |
|
2025
Q1 | $628K | Sell |
3,150
-454
| -13% | -$90.6K | 0.12% | 92 |
|
2024
Q4 | $796K | Buy |
+3,604
| New | +$796K | 0.21% | 63 |
|
2024
Q2 | $451K | Buy |
2,223
+55
| +3% | +$11.2K | 0.21% | 49 |
|
2024
Q1 | $456K | Sell |
2,168
-850
| -28% | -$179K | 0.27% | 34 |
|
2023
Q4 | $606K | Buy |
+3,018
| New | +$606K | 0.41% | 32 |
|