Caitlin John’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
Q1 | – | Sell |
-5,066
| Closed | -$1.12M | – | 461 |
|
|
2024
Q4 | $1.12M | Buy |
5,066
+1,605
| +46% | +$355K | 0.74% | 48 |
|
|
2024
Q3 | $814K | Buy |
3,461
+3,322
| +2,390% | +$781K | 0.51% | 53 |
|
|
2024
Q2 | $28.2K | Hold |
139
| – | – | 0.02% | 312 |
|
|
2024
Q1 | $29.2K | Sell |
139
-184
| -57% | -$38.7K | 0.02% | 296 |
|
|
2023
Q4 | $64.8K | Buy |
+323
| New | +$64.8K | 0.05% | 176 |
|