Allie Family Office’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 | $2.1M | Sell |
9,734
-1,604
| -14% | -$346K | 1.04% | 20 |
|
|
2025
Q1 | $2.26M | Hold |
11,338
| – | – | 1.24% | 18 |
|
|
2024
Q4 | $2.51M | Buy |
11,338
+3,428
| +43% | +$757K | 1.39% | 17 |
|
|
2024
Q3 | $1.75M | Buy |
7,910
+1,474
| +23% | +$326K | 0.94% | 20 |
|
|
2024
Q2 | $1.31M | Hold |
6,436
| – | – | 0.79% | 24 |
|
|
2024
Q1 | $1.35M | Buy |
6,436
+2,446
| +61% | +$514K | 0.8% | 22 |
|
|
2023
Q4 | $801K | Hold |
3,990
| – | – | 0.55% | 27 |
|
|
2023
Q3 | $709K | Hold |
3,990
| – | – | 0.57% | 24 |
|
|
2023
Q2 | $747K | Hold |
3,990
| – | – | 0.54% | 27 |
|
|
2023
Q1 | $712K | Hold |
3,990
| – | – | 0.53% | 32 |
|
|
2022
Q4 | $696K | Hold |
3,990
| – | – | 0.57% | 28 |
|
|
2022
Q3 | $658K | Hold |
3,990
| – | – | 0.57% | 27 |
|
|
2022
Q2 | $676K | Sell |
3,990
-606
| -13% | -$103K | 0.55% | 31 |
|
|
2022
Q1 | $943K | Hold |
4,596
| – | – | 0.72% | 24 |
|
|
2021
Q4 | $1.02M | Buy |
+4,596
| New | +$1.02M | 0.81% | 23 |
|