XF
XML Financial’s iShares Russell 2000 ETF IWM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.97M | Buy |
41,571
+4,643
| +13% | +$1M | 0.78% | 36 |
|
|
2025
Q1 | $7.37M | Sell |
36,928
-2,212
| -6% | -$441K | 0.69% | 42 |
|
|
2024
Q4 | $8.65M | Buy |
39,140
+608
| +2% | +$134K | 0.79% | 32 |
|
|
2024
Q3 | $8.51M | Buy |
38,532
+909
| +2% | +$201K | 0.79% | 34 |
|
|
2024
Q2 | $7.63M | Buy |
37,623
+13,731
| +57% | +$2.79M | 0.77% | 34 |
|
|
2024
Q1 | $5.02M | Buy |
23,892
+280
| +1% | +$58.9K | 0.51% | 56 |
|
|
2023
Q4 | $4.74M | Sell |
23,612
-13,754
| -37% | -$2.76M | 0.5% | 61 |
|
|
2023
Q3 | $6.6M | Sell |
37,366
-4,720
| -11% | -$834K | 0.79% | 40 |
|
|
2023
Q2 | $7.89M | Sell |
42,086
-3,348
| -7% | -$627K | 0.91% | 31 |
|
|
2023
Q1 | $8.11M | Sell |
45,434
-1,739
| -4% | -$310K | 0.99% | 28 |
|
|
2022
Q4 | $8.23M | Sell |
47,173
-1,326
| -3% | -$231K | 1.03% | 23 |
|
|
2022
Q3 | $8M | Buy |
48,499
+1,137
| +2% | +$188K | 1.11% | 24 |
|
|
2022
Q2 | $8.02M | Buy |
47,362
+750
| +2% | +$127K | 1.81% | 16 |
|
|
2022
Q1 | $9.57M | Buy |
46,612
+840
| +2% | +$172K | 1.14% | 22 |
|
|
2021
Q4 | $10.2M | Buy |
45,772
+1,312
| +3% | +$292K | 1.23% | 18 |
|
|
2021
Q3 | $9.73M | Buy |
44,460
+1,396
| +3% | +$305K | 1.3% | 15 |
|
|
2021
Q2 | $9.88M | Buy |
43,064
+2,109
| +5% | +$484K | 2.17% | 11 |
|
|
2021
Q1 | $9.05M | Buy |
40,955
+865
| +2% | +$191K | 2.21% | 10 |
|
|
2020
Q4 | $7.86M | Buy |
40,090
+1,117
| +3% | +$219K | 2.04% | 12 |
|
|
2020
Q3 | $5.84M | Buy |
38,973
+3,174
| +9% | +$475K | 1.82% | 16 |
|
|
2020
Q2 | $5.13M | Buy |
35,799
+1,545
| +5% | +$221K | 1.78% | 16 |
|
|
2020
Q1 | $3.92M | Buy |
34,254
+2,136
| +7% | +$245K | 1.69% | 17 |
|
|
2019
Q4 | $5.32M | Buy |
+32,118
| New | +$5.32M | 1.93% | 15 |
|