Wealth Quarterback’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 | – | Sell |
-1,008
| Closed | -$201K | – | 140 |
|
|
2025
Q1 | $201K | Buy |
+1,008
| New | +$201K | 0.11% | 120 |
|
|
2023
Q2 | – | Sell |
-1,754
| Closed | -$313K | – | 128 |
|
|
2023
Q1 | $313K | Buy |
1,754
+5
| +0.3% | +$892 | 0.27% | 76 |
|
|
2022
Q4 | $305K | Buy |
1,749
+6
| +0.3% | +$1.05K | 0.25% | 80 |
|
|
2022
Q3 | $288K | Sell |
1,743
-28
| -2% | -$4.63K | 0.31% | 76 |
|
|
2022
Q2 | $300K | Buy |
+1,771
| New | +$300K | 0.23% | 81 |
|
|
2021
Q3 | $563K | Buy |
112,600
+109,519
| +3,555% | +$548K | 0.37% | 57 |
|
|
2021
Q2 | $707K | Buy |
+3,081
| New | +$707K | 0.43% | 53 |
|
|
2020
Q4 | $1.51M | Buy |
+7,720
| New | +$1.51M | 1.26% | 18 |
|
|
2020
Q2 | – | Sell |
-394
| Closed | -$45.1K | – | 434 |
|
|
2020
Q1 | $45.1K | Sell |
394
-2,678
| -87% | -$306K | 0.04% | 243 |
|
|
2019
Q4 | $65.2K | Buy |
+3,072
| New | +$65.2K | 0.06% | 210 |
|