Warner Financial’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 | $419K | Sell |
1,942
-51
| -3% | -$11K | 0.17% | 81 |
|
|
2025
Q1 | $398K | Buy |
1,993
+1
| +0.1% | +$200 | 0.18% | 82 |
|
|
2024
Q4 | $440K | Buy |
1,992
+2
| +0.1% | +$442 | 0.19% | 78 |
|
|
2024
Q3 | $440K | Buy |
1,990
+2
| +0.1% | +$442 | 0.2% | 82 |
|
|
2024
Q2 | $403K | Buy |
1,988
+2
| +0.1% | +$405 | 0.2% | 84 |
|
|
2024
Q1 | $418K | Buy |
+1,986
| New | +$418K | 0.21% | 79 |
|