Byrne Asset 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 | – | Sell |
-1,919
| Closed | -$383K | – | 82 |
|
|
2025
Q1 | $383K | Buy |
+1,919
| New | +$383K | 0.28% | 76 |
|
|
2024
Q4 | – | Sell |
-2,005
| Closed | -$443K | – | 71 |
|
|
2024
Q3 | $443K | Buy |
+2,005
| New | +$443K | 0.3% | 75 |
|
|
2024
Q2 | – | Sell |
-2,012
| Closed | -$423K | – | 83 |
|
|
2024
Q1 | $423K | Sell |
2,012
-22
| -1% | -$4.63K | 0.29% | 78 |
|
|
2023
Q4 | $417K | Buy |
+2,034
| New | +$417K | 0.32% | 77 |
|
|
2023
Q3 | – | Sell |
-1,724
| Closed | -$323K | – | 89 |
|
|
2023
Q2 | $323K | Buy |
1,724
+1,455
| +541% | +$273K | 0.21% | 117 |
|
|
2023
Q1 | $48K | Sell |
269
-6
| -2% | -$1.07K | 0.03% | 226 |
|
|
2022
Q4 | $47.9K | Sell |
275
-29
| -10% | -$5.06K | 0.03% | 228 |
|
|
2022
Q3 | $50K | Sell |
304
-70
| -19% | -$11.5K | 0.04% | 201 |
|
|
2022
Q2 | $63K | Sell |
374
-677
| -64% | -$114K | 0.05% | 174 |
|
|
2022
Q1 | $216K | Sell |
1,051
-165
| -14% | -$33.9K | 0.13% | 109 |
|
|
2021
Q4 | $270K | Buy |
+1,216
| New | +$270K | 0.17% | 100 |
|