Addis & Hill’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 | $3.77M | Buy |
17,475
+515
| +3% | +$111K | 2.46% | 10 |
|
|
2025
Q1 | $3.38M | Buy |
+16,960
| New | +$3.38M | 2.36% | 10 |
|
|
2024
Q4 | – | Sell |
-13,485
| Closed | -$2.98M | – | 26 |
|
|
2024
Q3 | $2.98M | Sell |
13,485
-86
| -0.6% | -$19K | 2.28% | 11 |
|
|
2024
Q2 | $2.74M | Buy |
13,571
+622
| +5% | +$126K | 2.28% | 11 |
|
|
2024
Q1 | $2.67M | Buy |
12,949
+757
| +6% | +$156K | 2.27% | 10 |
|
|
2023
Q4 | $2.45M | Buy |
+12,192
| New | +$2.45M | 2.18% | 10 |
|