Wolff Wiese Magana’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 | $300K | Buy |
1,390
+35
| +3% | +$7.55K | 0.19% | 86 |
|
|
2025
Q1 | $270K | Buy |
1,355
+24
| +2% | +$4.79K | 0.18% | 84 |
|
|
2024
Q4 | $294K | Sell |
1,331
-9
| -0.7% | -$1.99K | 0.19% | 80 |
|
|
2024
Q3 | $296K | Buy |
1,340
+99
| +8% | +$21.9K | 0.2% | 79 |
|
|
2024
Q2 | $252K | Buy |
1,241
+70
| +6% | +$14.2K | 0.2% | 80 |
|
|
2024
Q1 | $246K | Hold |
1,171
| – | – | 0.21% | 77 |
|
|
2023
Q4 | $235K | Buy |
1,171
+9
| +0.8% | +$1.81K | 0.22% | 74 |
|
|
2023
Q3 | $205K | Buy |
1,162
+71
| +7% | +$12.5K | 0.17% | 94 |
|
|
2023
Q2 | $204K | Buy |
1,091
+145
| +15% | +$27.2K | 0.16% | 91 |
|
|
2023
Q1 | $169K | Hold |
946
| – | – | 0.14% | 101 |
|
|
2022
Q4 | $165K | Sell |
946
-6
| -0.6% | -$1.05K | 0.14% | 104 |
|
|
2022
Q3 | $157K | Hold |
952
| – | – | 0.13% | 128 |
|
|
2022
Q2 | $161K | Hold |
952
| – | – | 0.12% | 131 |
|
|
2022
Q1 | $195K | Buy |
952
+36
| +4% | +$7.37K | 0.13% | 126 |
|
|
2021
Q4 | $204K | Buy |
916
+10
| +1% | +$2.23K | 0.13% | 127 |
|
|
2021
Q3 | $198K | Buy |
906
+355
| +64% | +$77.6K | 0.14% | 127 |
|
|
2021
Q2 | $126K | Hold |
551
| – | – | 0.09% | 162 |
|
|
2021
Q1 | $122K | Buy |
551
+20
| +4% | +$4.43K | 0.1% | 167 |
|
|
2020
Q4 | $104K | Buy |
+531
| New | +$104K | 0.09% | 175 |
|