Americana Partners’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 | $1.56M | Buy |
7,223
+5,248
| +266% | +$1.13M | 0.05% | 215 |
|
|
2025
Q1 | $394K | Sell |
1,975
-1,840
| -48% | -$367K | 0.02% | 290 |
|
|
2024
Q4 | $843K | Sell |
3,815
-10,410
| -73% | -$2.3M | 0.03% | 232 |
|
|
2024
Q3 | $3.14M | Hold |
14,225
| – | – | 0.21% | 107 |
|
|
2024
Q2 | $2.89M | Buy |
14,225
+202
| +1% | +$41K | 0.23% | 107 |
|
|
2024
Q1 | $2.95M | Hold |
14,023
| – | – | 0.25% | 104 |
|
|
2023
Q4 | $2.81M | Hold |
14,023
| – | – | 0.27% | 94 |
|
|
2023
Q3 | $2.48M | Buy |
14,023
+12,048
| +610% | +$2.13M | 0.27% | 88 |
|
|
2023
Q2 | $370K | Hold |
1,975
| – | – | 0.05% | 216 |
|
|
2023
Q1 | $352K | Hold |
1,975
| – | – | 0.06% | 203 |
|
|
2022
Q4 | $344K | Hold |
1,975
| – | – | 0.06% | 183 |
|
|
2022
Q3 | $325K | Buy |
+1,975
| New | +$325K | 0.06% | 184 |
|