Wealthquest’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 | $429K | Hold |
1,987
| – | – | 0.03% | 85 |
|
|
2025
Q1 | $396K | Sell |
1,987
-117
| -6% | -$23.3K | 0.03% | 84 |
|
|
2024
Q4 | $465K | Sell |
2,104
-75
| -3% | -$16.6K | 0.04% | 77 |
|
|
2024
Q3 | $475K | Sell |
2,179
-53
| -2% | -$11.5K | 0.04% | 74 |
|
|
2024
Q2 | $453K | Sell |
2,232
-227
| -9% | -$46.1K | 0.05% | 74 |
|
|
2024
Q1 | $517K | Buy |
2,459
+1
| +0% | +$210 | 0.06% | 71 |
|
|
2023
Q4 | $493K | Buy |
2,458
+1
| +0% | +$201 | 0.05% | 76 |
|
|
2023
Q3 | $434K | Sell |
2,457
-10
| -0.4% | -$1.77K | 0.05% | 79 |
|
|
2023
Q2 | $462K | Buy |
2,467
+22
| +0.9% | +$4.12K | 0.06% | 74 |
|
|
2023
Q1 | $436K | Sell |
2,445
-8
| -0.3% | -$1.43K | 0.06% | 76 |
|
|
2022
Q4 | $428K | Sell |
2,453
-673
| -22% | -$117K | 0.06% | 80 |
|
|
2022
Q3 | $515K | Sell |
3,126
-68
| -2% | -$11.2K | 0.07% | 75 |
|
|
2022
Q2 | $540K | Sell |
3,194
-452
| -12% | -$76.4K | 0.08% | 72 |
|
|
2022
Q1 | $811K | Hold |
3,646
| – | – | 0.12% | 62 |
|
|
2021
Q4 | $811K | Buy |
3,646
+82
| +2% | +$18.2K | 0.12% | 62 |
|
|
2021
Q3 | $779K | Hold |
3,564
| – | – | 0.13% | 60 |
|
|
2021
Q2 | $817K | Hold |
3,564
| – | – | 0.14% | 61 |
|
|
2021
Q1 | $787K | Hold |
3,564
| – | – | 0.15% | 59 |
|
|
2020
Q4 | $698K | Buy |
3,564
+246
| +7% | +$48.2K | 0.15% | 60 |
|
|
2020
Q3 | $497K | Hold |
3,318
| – | – | 0.12% | 66 |
|
|
2020
Q2 | $475K | Buy |
+3,318
| New | +$475K | 0.12% | 67 |
|