Alley Investment Management Company’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 | $2.63M | Hold |
12,179
| – | – | 0.32% | 59 |
|
|
2025
Q1 | $2.43M | Sell |
12,179
-149
| -1% | -$29.7K | 0.3% | 59 |
|
|
2024
Q4 | $2.72M | Buy |
12,328
+129
| +1% | +$28.5K | 0.34% | 59 |
|
|
2024
Q3 | $2.69M | Buy |
12,199
+2,813
| +30% | +$621K | 0.34% | 59 |
|
|
2024
Q2 | $1.9M | Hold |
9,386
| – | – | 0.26% | 62 |
|
|
2024
Q1 | $1.97M | Sell |
9,386
-80
| -0.8% | -$16.8K | 0.27% | 60 |
|
|
2023
Q4 | $1.9M | Buy |
9,466
+2,285
| +32% | +$459K | 0.28% | 60 |
|
|
2023
Q3 | $1.27M | Buy |
7,181
+150
| +2% | +$26.5K | 0.22% | 62 |
|
|
2023
Q2 | $1.32M | Hold |
7,031
| – | – | 0.21% | 62 |
|
|
2023
Q1 | $1.25M | Buy |
7,031
+600
| +9% | +$107K | 0.21% | 61 |
|
|
2022
Q4 | $1.12M | Sell |
6,431
-759
| -11% | -$132K | 0.19% | 62 |
|
|
2022
Q3 | $1.19M | Sell |
7,190
-95
| -1% | -$15.7K | 0.24% | 60 |
|
|
2022
Q2 | $1.23M | Hold |
7,285
| – | – | 0.23% | 60 |
|
|
2022
Q1 | $1.5M | Buy |
+7,285
| New | +$1.5M | 0.25% | 60 |
|