Wellington Shields & Co’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 | $80.1K | Buy |
+371
| New | +$80.1K | 0.02% | 275 |
|
|
2025
Q1 | – | Sell |
-421
| Closed | -$93K | – | 314 |
|
|
2024
Q4 | $93K | Buy |
421
+225
| +115% | +$49.7K | 0.03% | 250 |
|
|
2024
Q3 | $43.3K | Buy |
196
+121
| +161% | +$26.7K | 0.01% | 291 |
|
|
2024
Q2 | $15.2K | Hold |
75
| – | – | 0.01% | 295 |
|
|
2024
Q1 | $15.8K | Buy |
+75
| New | +$15.8K | 0.01% | 297 |
|
|
2021
Q4 | – | Sell |
-1,000
| Closed | -$219K | – | 235 |
|
|
2021
Q3 | $219K | Hold |
1,000
| – | – | 0.08% | 188 |
|
|
2021
Q2 | $229K | Hold |
1,000
| – | – | 0.08% | 187 |
|
|
2021
Q1 | $221K | Buy |
+1,000
| New | +$221K | 0.08% | 180 |
|