Walkner Condon Financial Advisors’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 | $3.28M | Sell |
15,221
-62
| -0.4% | -$13.4K | 0.6% | 40 |
|
|
2025
Q1 | $3.05M | Buy |
15,283
+234
| +2% | +$46.7K | 0.62% | 37 |
|
|
2024
Q4 | $3.33M | Buy |
15,049
+45
| +0.3% | +$9.94K | 0.68% | 37 |
|
|
2024
Q3 | $3.31M | Sell |
15,004
-199
| -1% | -$44K | 0.68% | 38 |
|
|
2024
Q2 | $3.08M | Buy |
15,203
+1,341
| +10% | +$272K | 0.67% | 43 |
|
|
2024
Q1 | $2.92M | Hold |
13,862
| – | – | 0.62% | 45 |
|
|
2023
Q4 | $2.78M | Buy |
13,862
+72
| +0.5% | +$14.5K | 0.63% | 41 |
|
|
2023
Q3 | $2.44M | Hold |
13,790
| – | – | 0.65% | 41 |
|
|
2023
Q2 | $2.58M | Hold |
13,790
| – | – | 0.68% | 38 |
|
|
2023
Q1 | $2.46M | Hold |
13,790
| – | – | 0.69% | 35 |
|
|
2022
Q4 | $2.4M | Buy |
13,790
+2,585
| +23% | +$451K | 0.72% | 34 |
|
|
2022
Q3 | $1.85M | Sell |
11,205
-16
| -0.1% | -$2.64K | 0.6% | 38 |
|
|
2022
Q2 | $1.9M | Sell |
11,221
-82
| -0.7% | -$13.9K | 0.59% | 40 |
|
|
2022
Q1 | $2.32M | Buy |
+11,303
| New | +$2.32M | 0.66% | 37 |
|