Von Berge 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 | $258K | Hold |
1,155
| – | – | 0.14% | 54 |
|
|
2025
Q1 | $224K | Buy |
1,155
+1
| +0.1% | +$194 | 0.14% | 53 |
|
|
2024
Q4 | $264K | Hold |
1,154
| – | – | 0.16% | 53 |
|
|
2024
Q3 | $274K | Buy |
1,154
+1
| +0.1% | +$237 | 0.17% | 53 |
|
|
2024
Q2 | $232K | Hold |
1,153
| – | – | 0.15% | 57 |
|
|
2024
Q1 | $242K | Hold |
1,153
| – | – | 0.16% | 57 |
|
|
2023
Q4 | $223K | Sell |
1,153
-211
| -15% | -$40.8K | 0.17% | 62 |
|
|
2023
Q3 | $241K | Hold |
1,364
| – | – | 0.21% | 52 |
|
|
2023
Q2 | $255K | Hold |
1,364
| – | – | 0.21% | 51 |
|
|
2023
Q1 | $243K | Hold |
1,364
| – | – | 0.22% | 52 |
|
|
2022
Q4 | $259K | Hold |
1,364
| – | – | 0.23% | 47 |
|
|
2022
Q3 | $229K | Hold |
1,364
| – | – | 0.24% | 46 |
|
|
2022
Q2 | $234K | Buy |
1,364
+106
| +8% | +$18.2K | 0.24% | 47 |
|
|
2022
Q1 | $250K | Buy |
1,258
+1
| +0.1% | +$199 | 0.23% | 53 |
|
|
2021
Q4 | $253K | Buy |
+1,257
| New | +$253K | 0.23% | 52 |
|