Blue Chip 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 | – | Sell |
-48,064
| Closed | -$9.59M | – | 166 |
|
|
2025
Q1 | $9.59M | Buy |
48,064
+45,931
| +2,153% | +$9.16M | 0.83% | 41 |
|
|
2024
Q4 | $471K | Buy |
+2,133
| New | +$471K | 0.04% | 110 |
|
|
2021
Q3 | – | Sell |
-903
| Closed | -$207K | – | 172 |
|
|
2021
Q2 | $207K | Sell |
903
-159
| -15% | -$36.4K | 0.03% | 121 |
|
|
2021
Q1 | $235K | Buy |
+1,062
| New | +$235K | 0.04% | 113 |
|