Western Wealth Management’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 | $2.49M | Hold |
11,523
| – | – | 0.15% | 140 |
|
|
2025
Q1 | $2.3M | Sell |
11,523
-432
| -4% | -$86.2K | 0.15% | 132 |
|
|
2024
Q4 | $2.64M | Sell |
11,955
-4,821
| -29% | -$1.07M | 0.17% | 115 |
|
|
2024
Q3 | $3.71M | Buy |
16,776
+4,965
| +42% | +$1.1M | 0.21% | 98 |
|
|
2024
Q2 | $2.4M | Sell |
11,811
-1,067
| -8% | -$216K | 0.18% | 113 |
|
|
2024
Q1 | $2.71M | Sell |
12,878
-2,891
| -18% | -$608K | 0.21% | 97 |
|
|
2023
Q4 | $3.17M | Buy |
15,769
+286
| +2% | +$57.4K | 0.23% | 90 |
|
|
2023
Q3 | $2.74M | Buy |
15,483
+492
| +3% | +$87K | 0.23% | 90 |
|
|
2023
Q2 | $2.81M | Sell |
14,991
-559
| -4% | -$105K | 0.24% | 87 |
|
|
2023
Q1 | $2.77M | Buy |
15,550
+71
| +0.5% | +$12.7K | 0.26% | 91 |
|
|
2022
Q4 | $2.7M | Sell |
15,479
-16,523
| -52% | -$2.88M | 0.28% | 93 |
|
|
2022
Q3 | $5.32M | Buy |
32,002
+411
| +1% | +$68.4K | 0.3% | 67 |
|
|
2022
Q2 | $5.38M | Buy |
31,591
+1,197
| +4% | +$204K | 0.31% | 71 |
|
|
2022
Q1 | $6.24M | Buy |
30,394
+11,712
| +63% | +$2.4M | 0.3% | 72 |
|
|
2021
Q4 | $4.16M | Buy |
+18,682
| New | +$4.16M | 0.41% | 46 |
|
|
2021
Q2 | $5.13M | Buy |
22,379
+6,941
| +45% | +$1.59M | 0.53% | 31 |
|
|
2021
Q1 | $3.41M | Buy |
15,438
+5,186
| +51% | +$1.15M | 0.46% | 42 |
|
|
2020
Q4 | $2.01M | Sell |
10,252
-3,331
| -25% | -$653K | 0.3% | 79 |
|
|
2020
Q3 | $2.04M | Sell |
13,583
-1,648
| -11% | -$247K | 0.33% | 66 |
|
|
2020
Q2 | $2.18M | Sell |
15,231
-3,720
| -20% | -$533K | 0.4% | 49 |
|
|
2020
Q1 | $2.17M | Sell |
18,951
-6,510
| -26% | -$746K | 0.5% | 43 |
|
|
2019
Q4 | $4.22M | Sell |
25,461
-1,376
| -5% | -$228K | 0.64% | 35 |
|
|
2019
Q3 | $3.94M | Buy |
26,837
+604
| +2% | +$88.8K | 0.82% | 23 |
|
|
2019
Q2 | $4.09M | Buy |
26,233
+170
| +0.7% | +$26.5K | 0.54% | 42 |
|
|
2019
Q1 | $3.99M | Sell |
26,063
-1,499
| -5% | -$230K | 0.89% | 22 |
|
|
2018
Q4 | $3.68M | Buy |
+27,562
| New | +$3.68M | 0.99% | 20 |
|