WealthPlan Investment 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 | $4.43M | Sell |
20,533
-2,544
| -11% | -$549K | 0.32% | 88 |
|
|
2025
Q1 | $4.6M | Buy |
23,077
+10,082
| +78% | +$2.01M | 0.45% | 72 |
|
|
2024
Q4 | $2.87M | Sell |
12,995
-8,618
| -40% | -$1.9M | 0.28% | 87 |
|
|
2024
Q3 | $4.77M | Buy |
+21,613
| New | +$4.77M | 0.48% | 71 |
|
|
2024
Q1 | – | Sell |
-1,119
| Closed | -$225K | – | 192 |
|
|
2023
Q4 | $225K | Buy |
+1,119
| New | +$225K | 0.04% | 177 |
|
|
2023
Q2 | – | Sell |
-514
| Closed | -$91.7K | – | 420 |
|
|
2023
Q1 | $91.7K | Sell |
514
-1,385
| -73% | -$247K | 0.02% | 204 |
|
|
2022
Q4 | $366K | Buy |
1,899
+544
| +40% | +$105K | 0.03% | 288 |
|
|
2022
Q3 | $243K | Buy |
+1,355
| New | +$243K | 0.02% | 325 |
|
|
2022
Q1 | $1.45M | Buy |
+7,839
| New | +$1.45M | 0.1% | 137 |
|