Allred Capital Management’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 | $284K | Hold |
1,314
| – | – | 0.11% | 132 |
|
|
2025
Q1 | $262K | Hold |
1,314
| – | – | 0.1% | 141 |
|
|
2024
Q4 | $290K | Hold |
1,314
| – | – | 0.11% | 143 |
|
|
2024
Q3 | $290K | Sell |
1,314
-6,848
| -84% | -$1.51M | 0.11% | 135 |
|
|
2024
Q2 | $1.66M | Buy |
8,162
+319
| +4% | +$64.7K | 0.63% | 35 |
|
|
2024
Q1 | $1.65M | Buy |
7,843
+4,626
| +144% | +$973K | 0.64% | 34 |
|
|
2023
Q4 | $646K | Buy |
+3,217
| New | +$646K | 0.28% | 77 |
|
|
2021
Q2 | – | Sell |
-289
| Closed | -$63.9K | – | 474 |
|
|
2021
Q1 | $63.9K | Buy |
+289
| New | +$63.9K | 0.03% | 341 |
|
|
2020
Q1 | – | Sell |
-1,062
| Closed | -$176K | – | 411 |
|
|
2019
Q4 | $176K | Buy |
+1,062
| New | +$176K | 0.1% | 160 |
|