Wealthspire Advisors (New York)’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 | $42.9M | Sell |
198,970
-37,974
| -16% | -$8.19M | 0.24% | 50 |
|
|
2025
Q1 | $47.3M | Buy |
236,944
+115,157
| +95% | +$23M | 0.28% | 52 |
|
|
2024
Q4 | $26.9M | Buy |
121,787
+5,337
| +5% | +$1.18M | 0.27% | 56 |
|
|
2024
Q3 | $25.7M | Buy |
116,450
+7,491
| +7% | +$1.65M | 0.26% | 58 |
|
|
2024
Q2 | $22.1M | Buy |
108,959
+7,507
| +7% | +$1.52M | 0.28% | 45 |
|
|
2024
Q1 | $21.3M | Sell |
101,452
-4,052
| -4% | -$852K | 0.28% | 46 |
|
|
2023
Q4 | $21.2M | Buy |
105,504
+2,493
| +2% | +$500K | 0.3% | 45 |
|
|
2023
Q3 | $18.2M | Sell |
103,011
-15,438
| -13% | -$2.73M | 0.3% | 44 |
|
|
2023
Q2 | $22.2M | Sell |
118,449
-1,698
| -1% | -$318K | 0.36% | 43 |
|
|
2023
Q1 | $21.4M | Buy |
120,147
+11,786
| +11% | +$2.1M | 0.37% | 43 |
|
|
2022
Q4 | $18.9M | Sell |
108,361
-2,715
| -2% | -$473K | 0.34% | 45 |
|
|
2022
Q3 | $18.3M | Buy |
111,076
+1,041
| +0.9% | +$172K | 0.38% | 44 |
|
|
2022
Q2 | $18.6M | Buy |
110,035
+11,926
| +12% | +$2.02M | 0.39% | 42 |
|
|
2022
Q1 | $20.1M | Buy |
98,109
+2,920
| +3% | +$599K | 0.45% | 32 |
|
|
2021
Q4 | $21.2M | Sell |
95,189
-8,912
| -9% | -$1.98M | 0.47% | 30 |
|
|
2021
Q3 | $22.8M | Sell |
104,101
-3,357
| -3% | -$734K | 0.47% | 34 |
|
|
2021
Q2 | $24.6M | Buy |
107,458
+853
| +0.8% | +$196K | 0.65% | 24 |
|
|
2021
Q1 | $23.6M | Sell |
106,605
-2,959
| -3% | -$654K | 0.56% | 29 |
|
|
2020
Q4 | $21.5M | Buy |
+109,564
| New | +$21.5M | 0.64% | 27 |
|
|
2020
Q2 | – | Sell |
-148,298
| Closed | -$17M | – | 406 |
|
|
2020
Q1 | $17M | Buy |
148,298
+146,899
| +10,500% | +$16.8M | 0.71% | 24 |
|
|
2019
Q4 | $232K | Buy |
1,399
+22
| +2% | +$3.65K | 0.02% | 185 |
|
|
2019
Q3 | $208K | Hold |
1,377
| – | – | 0.02% | 156 |
|
|
2019
Q2 | $214K | Buy |
+1,377
| New | +$214K | 0.02% | 92 |
|
|
2019
Q1 | – | Sell |
-920
| Closed | -$123K | – | 423 |
|
|
2018
Q4 | $123K | Buy |
+920
| New | +$123K | 0.01% | 96 |
|