Buckhead 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $286K | Hold |
1,324
| – | – | 0.11% | 110 |
|
|
2025
Q1 | $264K | Sell |
1,324
-10
| -0.7% | -$2K | 0.08% | 113 |
|
|
2024
Q4 | $295K | Hold |
1,334
| – | – | 0.09% | 105 |
|
|
2024
Q3 | $295K | Buy |
1,334
+100
| +8% | +$22.1K | 0.09% | 107 |
|
|
2024
Q2 | $250K | Buy |
1,234
+234
| +23% | +$47.5K | 0.08% | 112 |
|
|
2024
Q1 | $210K | Hold |
1,000
| – | – | 0.07% | 117 |
|
|
2023
Q4 | $201K | Buy |
+1,000
| New | +$201K | 0.07% | 117 |
|
|
2022
Q2 | – | Sell |
-1,000
| Closed | -$205K | – | 134 |
|
|
2022
Q1 | $205K | Hold |
1,000
| – | – | 0.04% | 138 |
|
|
2021
Q4 | $222K | Hold |
1,000
| – | – | 0.05% | 139 |
|
|
2021
Q3 | $219K | Hold |
1,000
| – | – | 0.05% | 138 |
|
|
2021
Q2 | $229K | Hold |
1,000
| – | – | 0.05% | 137 |
|
|
2021
Q1 | $221K | Buy |
+1,000
| New | +$221K | 0.05% | 136 |
|