Athena Investment 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 | $2.08M | Hold |
9,638
| – | – | 1.16% | 15 |
|
|
2025
Q1 | $1.92M | Hold |
9,638
| – | – | 1.16% | 15 |
|
|
2024
Q4 | $2.13M | Hold |
9,638
| – | – | 1.23% | 12 |
|
|
2024
Q3 | $2.13M | Hold |
9,638
| – | – | 1.21% | 14 |
|
|
2024
Q2 | $1.96M | Hold |
9,638
| – | – | 1.19% | 12 |
|
|
2024
Q1 | $2.03M | Hold |
9,638
| – | – | 1.22% | 13 |
|
|
2023
Q4 | $1.93M | Hold |
9,638
| – | – | 1.25% | 12 |
|
|
2023
Q3 | $1.7M | Hold |
9,638
| – | – | 1.22% | 14 |
|
|
2023
Q2 | $1.8M | Hold |
9,638
| – | – | 1.24% | 12 |
|
|
2023
Q1 | $1.72M | Hold |
9,638
| – | – | 1.24% | 14 |
|
|
2022
Q4 | $1.68M | Buy |
9,638
+163
| +2% | +$28.4K | 1.23% | 13 |
|
|
2022
Q3 | $1.56M | Sell |
9,475
-163
| -2% | -$26.9K | 1.31% | 12 |
|
|
2022
Q2 | $1.63M | Buy |
9,638
+2,746
| +40% | +$465K | 1.29% | 15 |
|
|
2022
Q1 | $1.41M | Buy |
+6,892
| New | +$1.41M | 1.09% | 17 |
|