Wallace Advisory 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 | $289K | Buy |
1,449
+138
| +11% | +$27.5K | 0.21% | 138 |
|
|
2025
Q1 | $290K | Buy |
1,311
+167
| +15% | +$36.9K | 0.2% | 148 |
|
|
2024
Q4 | $253K | Hold |
1,144
| – | – | 0.17% | 151 |
|
|
2024
Q3 | $232K | Hold |
1,144
| – | – | 0.17% | 157 |
|
|
2024
Q2 | $232K | Hold |
1,144
| – | – | 0.17% | 158 |
|
|
2024
Q1 | $230K | Hold |
1,144
| – | – | 0.17% | 143 |
|
|
2023
Q4 | $202K | Sell |
1,144
-29
| -2% | -$5.13K | 0.16% | 154 |
|
|
2023
Q3 | $220K | Hold |
1,173
| – | – | 0.16% | 158 |
|
|
2023
Q2 | $209K | Hold |
1,173
| – | – | 0.16% | 157 |
|
|
2023
Q1 | $209K | Hold |
1,173
| – | – | 0.16% | 157 |
|
|
2022
Q4 | $205K | Buy |
+1,173
| New | +$205K | 0.16% | 145 |
|