Wealth Advisors of Tampa Bay’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 | $253K | Hold |
1,171
| – | – | 0.1% | 80 |
|
|
2025
Q1 | $234K | Buy |
1,171
+8
| +0.7% | +$1.6K | 0.1% | 85 |
|
|
2024
Q4 | $257K | Sell |
1,163
-59
| -5% | -$13K | 0.11% | 76 |
|
|
2024
Q3 | $270K | Buy |
1,222
+17
| +1% | +$3.76K | 0.11% | 78 |
|
|
2024
Q2 | $244K | Buy |
1,205
+18
| +2% | +$3.65K | 0.11% | 75 |
|
|
2024
Q1 | $250K | Sell |
1,187
-20
| -2% | -$4.21K | 0.12% | 73 |
|
|
2023
Q4 | $242K | Sell |
1,207
-1,477
| -55% | -$296K | 0.12% | 73 |
|
|
2023
Q3 | $474K | Buy |
2,684
+1,317
| +96% | +$233K | 0.13% | 69 |
|
|
2023
Q2 | $256K | Sell |
1,367
-209
| -13% | -$39.1K | 0.14% | 68 |
|
|
2023
Q1 | $281K | Buy |
1,576
+22
| +1% | +$3.93K | 0.16% | 63 |
|
|
2022
Q4 | $271K | Sell |
1,554
-14
| -0.9% | -$2.44K | 0.17% | 64 |
|
|
2022
Q3 | $259K | Sell |
1,568
-1,424
| -48% | -$235K | 0.18% | 67 |
|
|
2022
Q2 | $507K | Hold |
2,992
| – | – | 0.16% | 69 |
|
|
2022
Q1 | $614K | Buy |
2,992
+36
| +1% | +$7.39K | 0.17% | 69 |
|
|
2021
Q4 | $658K | Buy |
2,956
+1,478
| +100% | +$329K | 0.16% | 75 |
|
|
2021
Q3 | $323K | Buy |
1,478
+265
| +22% | +$57.9K | 0.18% | 74 |
|
|
2021
Q2 | $278K | Hold |
1,213
| – | – | 0.15% | 77 |
|
|
2021
Q1 | $268K | Buy |
+1,213
| New | +$268K | 0.16% | 77 |
|