Welch Group’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 | $435K | Buy |
2,014
+551
| +38% | +$119K | 0.02% | 166 |
|
|
2025
Q1 | $293K | Buy |
+1,463
| New | +$293K | 0.01% | 205 |
|
|
2022
Q1 | – | Sell |
-1,059
| Closed | -$236K | – | 218 |
|
|
2021
Q4 | $236K | Buy |
+1,059
| New | +$236K | 0.01% | 193 |
|
|
2021
Q2 | – | Sell |
-929
| Closed | -$205K | – | 196 |
|
|
2021
Q1 | $205K | Buy |
+929
| New | +$205K | 0.01% | 181 |
|
|
2016
Q2 | – | Sell |
-18,956
| Closed | -$2.1M | – | 129 |
|
|
2016
Q1 | $2.1M | Buy |
+18,956
| New | +$2.1M | 0.35% | 38 |
|
|
2015
Q3 | – | Sell |
-19,625
| Closed | -$2.45M | – | 150 |
|
|
2015
Q2 | $2.45M | Buy |
19,625
+24
| +0.1% | +$3K | 0.46% | 35 |
|
|
2015
Q1 | $2.44K | Sell |
19,601
-141
| -0.7% | -$18 | 0.45% | 36 |
|
|
2014
Q4 | $2.36M | Buy |
+19,742
| New | +$2.36M | 0.46% | 36 |
|