WealthBridge Investment Counsel’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 | $297K | Hold |
1,377
| – | – | 0.1% | 46 |
|
|
2025
Q1 | $275K | Buy |
1,377
+300
| +28% | +$59.9K | 0.1% | 46 |
|
|
2024
Q4 | $238K | Buy |
1,077
+30
| +3% | +$6.63K | 0.09% | 46 |
|
|
2024
Q3 | $231K | Hold |
1,047
| – | – | 0.08% | 47 |
|
|
2024
Q2 | $212K | Buy |
1,047
+25
| +2% | +$5.06K | 0.08% | 44 |
|
|
2024
Q1 | $215K | Buy |
+1,022
| New | +$215K | 0.08% | 43 |
|
|
2020
Q1 | – | Sell |
-3,500
| Closed | -$580K | – | 37 |
|
|
2019
Q4 | $580K | Buy |
+3,500
| New | +$580K | 0.33% | 36 |
|