Birchbrook’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 | $346K | Buy |
1,605
+701
| +78% | +$151K | 0.19% | 58 |
|
|
2025
Q1 | $180K | Hold |
904
| – | – | 0.1% | 76 |
|
|
2024
Q4 | $200K | Hold |
904
| – | – | 0.11% | 63 |
|
|
2024
Q3 | $200K | Sell |
904
-107
| -11% | -$23.6K | 0.11% | 66 |
|
|
2024
Q2 | $205K | Sell |
1,011
-134
| -12% | -$27.2K | 0.12% | 68 |
|
|
2024
Q1 | $241K | Sell |
1,145
-59
| -5% | -$12.4K | 0.14% | 58 |
|
|
2023
Q4 | $242K | Buy |
+1,204
| New | +$242K | 0.16% | 60 |
|