Wealthstar Advisors’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 | $363K | Sell |
1,681
-84
| -5% | -$18.1K | 0.14% | 116 |
|
|
2025
Q1 | $352K | Sell |
1,765
-6
| -0.3% | -$1.2K | 0.16% | 111 |
|
|
2024
Q4 | $391K | Buy |
+1,771
| New | +$391K | 0.17% | 102 |
|
|
2024
Q2 | – | Sell |
-1,188
| Closed | -$250K | – | 86 |
|
|
2024
Q1 | $250K | Buy |
1,188
+37
| +3% | +$7.78K | 0.09% | 114 |
|
|
2023
Q4 | $231K | Buy |
+1,151
| New | +$231K | 0.04% | 114 |
|
|
2023
Q3 | – | Sell |
-1,108
| Closed | -$208K | – | 114 |
|
|
2023
Q2 | $208K | Buy |
+1,108
| New | +$208K | 0.09% | 74 |
|
|
2021
Q3 | – | Sell |
-10,528
| Closed | -$2.42M | – | 108 |
|
|
2021
Q2 | $2.42M | Buy |
+10,528
| New | +$2.42M | 0.76% | 14 |
|