YHB Investment 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 | $5.6M | Buy |
25,944
+1,711
| +7% | +$369K | 0.43% | 61 |
|
|
2025
Q1 | $4.83M | Buy |
24,233
+186
| +0.8% | +$37.1K | 0.4% | 67 |
|
|
2024
Q4 | $5.31M | Sell |
24,047
-259
| -1% | -$57.2K | 0.44% | 57 |
|
|
2024
Q3 | $5.37M | Sell |
24,306
-38
| -0.2% | -$8.39K | 0.44% | 55 |
|
|
2024
Q2 | $4.94M | Buy |
24,344
+30
| +0.1% | +$6.09K | 0.43% | 57 |
|
|
2024
Q1 | $5.11M | Sell |
24,314
-529
| -2% | -$111K | 0.45% | 56 |
|
|
2023
Q4 | $4.99M | Sell |
24,843
-4,360
| -15% | -$875K | 0.48% | 54 |
|
|
2023
Q3 | $5.16M | Sell |
29,203
-7
| -0% | -$1.24K | 0.48% | 60 |
|
|
2023
Q2 | $5.47M | Sell |
29,210
-1,062
| -4% | -$199K | 0.51% | 54 |
|
|
2023
Q1 | $5.4M | Sell |
30,272
-340
| -1% | -$60.7K | 0.54% | 52 |
|
|
2022
Q4 | $5.34M | Buy |
30,612
+51
| +0.2% | +$8.89K | 0.57% | 50 |
|
|
2022
Q3 | $5.04M | Sell |
30,561
-532
| -2% | -$87.7K | 0.56% | 51 |
|
|
2022
Q2 | $5.27M | Buy |
31,093
+50
| +0.2% | +$8.47K | 0.56% | 54 |
|
|
2022
Q1 | $6.37M | Buy |
31,043
+222
| +0.7% | +$45.6K | 0.56% | 48 |
|
|
2021
Q4 | $6.86M | Buy |
30,821
+90
| +0.3% | +$20K | 0.54% | 51 |
|
|
2021
Q3 | $6.72M | Buy |
30,731
+216
| +0.7% | +$47.2K | 0.58% | 47 |
|
|
2021
Q2 | $7M | Sell |
30,515
-537
| -2% | -$123K | 0.6% | 48 |
|
|
2021
Q1 | $6.98M | Sell |
31,052
-432
| -1% | -$97.1K | 0.6% | 46 |
|
|
2020
Q4 | $6.17M | Sell |
31,484
-261
| -0.8% | -$51.2K | 0.59% | 47 |
|
|
2020
Q3 | $4.76M | Buy |
+31,745
| New | +$4.76M | 0.52% | 57 |
|