AlTi Global’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 Sell
17,489
-5,723
-25% -$1.23M 0.09% 116
2025
Q1
$4.63M Sell
23,212
-4,342
-16% -$866K 0.12% 93
2024
Q4
$6.09M Buy
27,554
+70
+0.3% +$15.5K 0.15% 84
2024
Q3
$6.07M Sell
27,484
-196
-0.7% -$43.3K 0.15% 89
2024
Q2
$5.62M Buy
27,680
+369
+1% +$74.9K 0.15% 73
2024
Q1
$5.74M Sell
27,311
-177
-0.6% -$37.2K 0.16% 81
2023
Q4
$5.52M Buy
+27,488
New +$5.52M 0.17% 75