3IP
3Chopt Investment Partners’s iShares Russell 2000 ETF IWM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.55M | Sell |
11,801
-244
| -2% | -$52.7K | 0.61% | 43 |
|
|
2025
Q1 | $2.4M | Sell |
12,045
-666
| -5% | -$133K | 0.63% | 42 |
|
|
2024
Q4 | $2.81M | Sell |
12,711
-2
| -0% | -$442 | 0.96% | 35 |
|
|
2024
Q3 | $2.81M | Sell |
12,713
-116
| -0.9% | -$25.6K | 1% | 32 |
|
|
2024
Q2 | $2.6M | Sell |
12,829
-137
| -1% | -$27.8K | 0.79% | 32 |
|
|
2024
Q1 | $2.73M | Hold |
12,966
| – | – | 1.12% | 29 |
|
|
2023
Q4 | $2.6M | Sell |
12,966
-142
| -1% | -$28.5K | 0.96% | 22 |
|
|
2023
Q3 | $2.33M | Hold |
13,108
| – | – | 1.37% | 23 |
|
|
2023
Q2 | $2.45M | Hold |
13,108
| – | – | 1.23% | 19 |
|
|
2023
Q1 | $2.34M | Hold |
13,108
| – | – | 1.25% | 22 |
|
|
2022
Q4 | $2.29M | Buy |
+13,108
| New | +$2.29M | 1.25% | 25 |
|