Voisard Asset 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 | $251K | Hold |
1,161
| – | – | 0.06% | 78 |
|
|
2025
Q1 | $232K | Sell |
1,161
-9
| -0.8% | -$1.8K | 0.07% | 75 |
|
|
2024
Q4 | $259K | Hold |
1,170
| – | – | 0.09% | 70 |
|
|
2024
Q3 | $258K | Hold |
1,170
| – | – | 0.11% | 68 |
|
|
2024
Q2 | $237K | Sell |
1,170
-6
| -0.5% | -$1.22K | 0.12% | 52 |
|
|
2024
Q1 | $247K | Hold |
1,176
| – | – | 0.14% | 44 |
|
|
2023
Q4 | $236K | Buy |
+1,176
| New | +$236K | 0.14% | 48 |
|