WealthBridge Capital Management’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 | $3.43M | Sell |
15,889
-1,957
| -11% | -$422K | 0.87% | 26 |
|
|
2025
Q1 | $3.56M | Sell |
17,846
-293
| -2% | -$58.4K | 1.01% | 23 |
|
|
2024
Q4 | $4.01M | Buy |
18,139
+651
| +4% | +$144K | 1.11% | 23 |
|
|
2024
Q3 | $3.86M | Buy |
17,488
+745
| +4% | +$165K | 1.1% | 23 |
|
|
2024
Q2 | $3.4M | Sell |
16,743
-4,453
| -21% | -$903K | 1.12% | 22 |
|
|
2024
Q1 | $4.46M | Sell |
21,196
-42
| -0.2% | -$8.83K | 1.5% | 16 |
|
|
2023
Q4 | $4.26M | Sell |
21,238
-545
| -3% | -$109K | 1.6% | 16 |
|
|
2023
Q3 | $3.85M | Buy |
21,783
+5,578
| +34% | +$986K | 1.59% | 15 |
|
|
2023
Q2 | $3.03M | Buy |
16,205
+261
| +2% | +$48.9K | 1.21% | 21 |
|
|
2023
Q1 | $2.84M | Sell |
15,944
-91
| -0.6% | -$16.2K | 1.13% | 22 |
|
|
2022
Q4 | $2.8M | Buy |
16,035
+93
| +0.6% | +$16.2K | 1.17% | 20 |
|
|
2022
Q3 | $2.7M | Hold |
15,942
| – | – | 1.15% | 20 |
|
|
2022
Q2 | $2.7M | Buy |
15,942
+833
| +6% | +$141K | 1.15% | 20 |
|
|
2022
Q1 | $3.1M | Sell |
15,109
-4
| -0% | -$821 | 1.16% | 21 |
|
|
2021
Q4 | $3.36M | Sell |
15,113
-3,975
| -21% | -$884K | 1.25% | 20 |
|
|
2021
Q3 | $4.18M | Buy |
19,088
+4,497
| +31% | +$984K | 1.56% | 18 |
|
|
2021
Q2 | $3.35M | Sell |
14,591
-65
| -0.4% | -$14.9K | 1.22% | 22 |
|
|
2021
Q1 | $3.24M | Sell |
14,656
-217
| -1% | -$47.9K | 1.32% | 22 |
|
|
2020
Q4 | $2.92M | Sell |
14,873
-5,155
| -26% | -$1.01M | 1.28% | 22 |
|
|
2020
Q3 | $3M | Sell |
20,028
-530
| -3% | -$79.4K | 1.54% | 17 |
|
|
2020
Q2 | $2.94M | Buy |
20,558
+4,535
| +28% | +$649K | 1.67% | 15 |
|
|
2020
Q1 | $1.83M | Sell |
16,023
-5,094
| -24% | -$583K | 1.27% | 21 |
|
|
2019
Q4 | $3.5M | Sell |
21,117
-1,969
| -9% | -$326K | 2.26% | 9 |
|
|
2019
Q3 | $3.49M | Sell |
23,086
-385
| -2% | -$58.3K | 2.52% | 9 |
|
|
2019
Q2 | $3.14M | Sell |
23,471
-404
| -2% | -$54.1K | 2.87% | 7 |
|
|
2019
Q1 | $3.73M | Buy |
23,875
+404
| +2% | +$63.1K | 2.37% | 7 |
|
|
2018
Q4 | $3.14M | Buy |
+23,471
| New | +$3.14M | 2.39% | 7 |
|