Aspect 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 | $824K | Buy |
3,820
+1,472
| +63% | +$318K | 0.41% | 33 |
|
|
2025
Q1 | $468K | Sell |
2,348
-8,431
| -78% | -$1.68M | 0.27% | 41 |
|
|
2024
Q4 | $2.38M | Buy |
10,779
+233
| +2% | +$51.5K | 1.38% | 19 |
|
|
2024
Q3 | $2.33M | Sell |
10,546
-299
| -3% | -$66K | 1.31% | 20 |
|
|
2024
Q2 | $2.2M | Buy |
10,845
+424
| +4% | +$86K | 1.31% | 17 |
|
|
2024
Q1 | $2.19M | Buy |
10,421
+5,259
| +102% | +$1.11M | 1.73% | 13 |
|
|
2023
Q4 | $1.04M | Buy |
+5,162
| New | +$1.04M | 0.67% | 26 |
|