Wick Capital Partners’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 | – | Sell |
-1,377
| Closed | -$275K | – | 111 |
|
|
2025
Q1 | $275K | Hold |
1,377
| – | – | 0.08% | 87 |
|
|
2024
Q4 | $304K | Buy |
1,377
+277
| +25% | +$61.2K | 0.09% | 76 |
|
|
2024
Q3 | $243K | Buy |
+1,100
| New | +$243K | 0.08% | 71 |
|
|
2022
Q4 | – | Sell |
-1,350
| Closed | -$223K | – | 60 |
|
|
2022
Q3 | $223K | Buy |
+1,350
| New | +$223K | 0.14% | 44 |
|
|
2022
Q2 | – | Sell |
-1,400
| Closed | -$287K | – | 59 |
|
|
2022
Q1 | $287K | Buy |
+1,400
| New | +$287K | 0.19% | 40 |
|