WESPAC 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
Q1 | – | Sell |
-2,123
| Closed | -$469K | – | 176 |
|
|
2024
Q4 | $469K | Buy |
2,123
+1,152
| +119% | +$255K | 0.35% | 102 |
|
|
2024
Q3 | $214K | Sell |
971
-804
| -45% | -$178K | 0.16% | 145 |
|
|
2024
Q2 | $360K | Sell |
1,775
-175
| -9% | -$35.5K | 0.28% | 113 |
|
|
2024
Q1 | $410K | Buy |
+1,950
| New | +$410K | 0.24% | 121 |
|
|
2016
Q3 | – | Sell |
-1,900
| Closed | -$218K | – | 113 |
|
|
2016
Q2 | $218K | Buy |
+1,900
| New | +$218K | 0.23% | 97 |
|