Acuitas Investments’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 | $798K | Buy |
+3,700
| New | +$798K | 0.64% | 42 |
|
|
2024
Q2 | – | Sell |
-5,716
| Closed | -$1.2M | – | 124 |
|
|
2024
Q1 | $1.2M | Buy |
+5,716
| New | +$1.2M | 0.61% | 61 |
|
|
2023
Q3 | – | Sell |
-7,520
| Closed | -$1.41M | – | 116 |
|
|
2023
Q2 | $1.41M | Buy |
+7,520
| New | +$1.41M | 0.82% | 51 |
|
|
2022
Q4 | – | Sell |
-9,036
| Closed | -$1.49M | – | 42 |
|
|
2022
Q3 | $1.49M | Buy |
+9,036
| New | +$1.49M | 1.54% | 29 |
|