World Equity Group’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 | $792K | Sell |
3,669
-523
| -12% | -$113K | 0.22% | 100 |
|
|
2025
Q1 | $841K | Sell |
4,192
-3,430
| -45% | -$688K | 0.24% | 91 |
|
|
2024
Q4 | $1.68M | Buy |
7,622
+3,916
| +106% | +$865K | 0.36% | 60 |
|
|
2024
Q3 | $819K | Buy |
3,706
+373
| +11% | +$82.4K | 0.3% | 76 |
|
|
2024
Q2 | $676K | Sell |
3,333
-4,529
| -58% | -$919K | 0.2% | 133 |
|
|
2024
Q1 | $1.65M | Sell |
7,862
-448
| -5% | -$94.2K | 0.34% | 74 |
|
|
2023
Q4 | $1.67M | Sell |
8,310
-302
| -4% | -$60.6K | 0.33% | 72 |
|
|
2023
Q3 | $1.52M | Buy |
8,612
+4,974
| +137% | +$879K | 0.32% | 77 |
|
|
2023
Q2 | $681K | Buy |
3,638
+2,806
| +337% | +$525K | 0.2% | 128 |
|
|
2023
Q1 | $342K | Sell |
832
-2,831
| -77% | -$1.16M | 0.05% | 351 |
|
|
2022
Q4 | $639K | Buy |
3,663
+584
| +19% | +$102K | 0.15% | 153 |
|
|
2022
Q3 | $508K | Sell |
3,079
-20
| -0.6% | -$3.3K | 0.13% | 160 |
|
|
2022
Q2 | $525K | Sell |
3,099
-147
| -5% | -$24.9K | 0.13% | 174 |
|
|
2022
Q1 | $666K | Buy |
+3,246
| New | +$666K | 0.14% | 173 |
|