Autumn Glory 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 | $765K | Hold |
3,545
| – | – | 0.36% | 76 |
|
|
2025
Q1 | $707K | Hold |
3,545
| – | – | 0.35% | 86 |
|
|
2024
Q4 | $783K | Sell |
3,545
-394
| -10% | -$87.1K | 0.38% | 74 |
|
|
2024
Q3 | $870K | Sell |
3,939
-131
| -3% | -$28.9K | 0.33% | 81 |
|
|
2024
Q2 | $826K | Hold |
4,070
| – | – | 0.42% | 72 |
|
|
2024
Q1 | $856K | Hold |
4,070
| – | – | 0.42% | 70 |
|
|
2023
Q4 | $784K | Buy |
4,070
+95
| +2% | +$18.3K | 0.45% | 70 |
|
|
2023
Q3 | $703K | Buy |
3,975
+526
| +15% | +$93K | 0.43% | 69 |
|
|
2023
Q2 | $646K | Sell |
3,449
-526
| -13% | -$98.5K | 0.47% | 60 |
|
|
2023
Q1 | $709K | Hold |
3,975
| – | – | 0.61% | 47 |
|
|
2022
Q4 | $693K | Sell |
3,975
-68
| -2% | -$11.9K | 0.37% | 84 |
|
|
2022
Q3 | $667K | Sell |
4,043
-94
| -2% | -$15.5K | 0.45% | 70 |
|
|
2022
Q2 | $701K | Sell |
4,137
-1,423
| -26% | -$241K | 0.52% | 55 |
|
|
2022
Q1 | $1.14M | Sell |
5,560
-550
| -9% | -$113K | 0.66% | 54 |
|
|
2021
Q4 | $1.36M | Buy |
+6,110
| New | +$1.36M | 0.57% | 56 |
|