William Howard & Co Financial 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
Q2 | $10.4M | Buy |
48,120
+572
| +1% | +$123K | 9.06% | 3 |
|
|
2025
Q1 | $9.49M | Sell |
47,548
-400
| -0.8% | -$79.8K | 8.89% | 4 |
|
|
2024
Q4 | $10.6M | Buy |
47,948
+303
| +0.6% | +$66.9K | 9.59% | 3 |
|
|
2024
Q3 | $10.5M | Buy |
47,645
+282
| +0.6% | +$62.3K | 8.98% | 3 |
|
|
2024
Q2 | $9.61M | Sell |
47,363
-737
| -2% | -$150K | 8.88% | 3 |
|
|
2024
Q1 | $10.1M | Buy |
+48,100
| New | +$10.1M | 9.48% | 3 |
|