Birch Capital 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 | |
---|---|---|---|---|---|---|---|---|
2024
Q1 | – | Sell |
-57
| Closed | -$11.5K | – | 92 |
|
2023
Q4 | $11.5K | Hold |
57
| – | – | 0.01% | 76 |
|
2023
Q3 | $10.1K | Hold |
57
| – | – | 0.01% | 79 |
|
2023
Q2 | $10.7K | Hold |
57
| – | – | 0.01% | 83 |
|
2023
Q1 | $10.2K | Hold |
57
| – | – | 0.01% | 85 |
|
2022
Q4 | $9.97K | Hold |
57
| – | – | 0.01% | 87 |
|
2022
Q3 | $9.43K | Buy |
+57
| New | +$9.43K | 0.01% | 88 |
|