American Capital Advisory’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 | $49.6K | Sell |
230
-86
| -27% | -$18.6K | 0.02% | 181 |
|
|
2025
Q1 | $63K | Buy |
316
+93
| +42% | +$18.6K | 0.03% | 156 |
|
|
2024
Q4 | $49.3K | Buy |
223
+29
| +15% | +$6.41K | 0.03% | 181 |
|
|
2024
Q3 | $42.9K | Sell |
194
-197
| -50% | -$43.5K | 0.02% | 190 |
|
|
2024
Q2 | $78.5K | Sell |
391
-701
| -64% | -$141K | 0.06% | 128 |
|
|
2024
Q1 | $195K | Buy |
1,092
+701
| +179% | +$125K | 0.17% | 85 |
|
|
2023
Q4 | $78.5K | Buy |
+391
| New | +$78.5K | 0.06% | 128 |
|